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Walter Shuffain Risk Report

Generated on July 17, 2025

1

Risks

Summary

🛡️ Financial & Liquidity

Despite no explicit financial risk, the company has been active in corporate mergers and acquisitions, expanding its market reach and potentially increasing its financial diversity. In recent years, Walter Shuffain has strategically merged with or joined larger accounting platforms, demonstrating a focus on growth through alliances.

  • On 🗓 December 16, 2024, Ascend expanded into the Boston market by adding Walter Shuffain to its platform.
  • On 🗓 January 7, 2025, Ascend Accounting confirmed Walter Shuffain as a new addition, reflecting ongoing growth strategies.
  • Walter & Shuffain acquired Russell, Brier & Co. 🗓 September 16, 2020, signaling expansion through acquisition.

🏅 Awards & Recognition

Walter Shuffain has cultivated a strong reputation within its industry, recognized among the top firms to work for, an acknowledgment of its commitment to a quality workplace and employee satisfaction. This enhances its position as an attractive employer and partner.

  • Recognized as one of the best midsized and large firms to work for 🗓 September 5, 2024, as per Accounting Today.

News & Media

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Profile

Specialties
Audit, Benefit Plan Audits, Biotech, Real estate, Surprise Custody Examination, Technology (software), accounting, business planning, construction, consulting, estate planning, financial planning, healthcare, manufacturing, nonprofit, professional services, registered Investment Advisors, succession planning, tax