Press Releases

Berkowitz Pollack Brant Acquires New York-based FiveBridge

Posted on December 17, 2022

MIAMI, Dec. 15, 2022 – Berkowitz Pollack Brant Advisors + CPAs today announced it has acquired New York-based tax firm FiveBridge CPAs. All 11 FiveBridge firm members will join BPB, including Michael Brennan and Jonathan Kraes as directors.

“We are thrilled to welcome Michael, Jonathan and the team to our firm,” said Berkowitz Pollack Brant CEO Joseph Saka. “They are a talented group that will add immediate value to our tax department and our New York footprint.

“All firms in our industry are challenged by finding talented staff. We consider this a talent play and could not be more pleased.”

FiveBridge will bring the majority of its clients and expertise in tax and high-net-worth advisory services. Following the transaction, Berkowitz Pollack Brant will have nearly 400 firm members in five offices in Florida and New York.

About Berkowitz Pollack Brant

For more than 40 years the advisors and accountants of Berkowitz Pollack Brant have solved problems, provided knowledge and helped clients realize their goals. The firm and its affiliates Provenance Wealth Advisors, BayBridge Capital Advisors and BayBridge Real Estate Capital have offices in Miami, Ft. Lauderdale, Boca Raton, West Palm Beach and New York City.

Berkowitz Pollack Brant has been named one of the top 100 firms in the U.S. by both Accounting Today and INSIDE Public Accounting and has been named one of the 50 Best of the Best Firms for 22 years.

One of the largest firms in South Florida, it is comprised of talented and resourceful professionals who provide consulting services with an entrepreneurial focus. Specialty areas include domestic and international tax planning and compliance, corporate and commercial audits, forensics and litigation support, business valuation, and wealth management and preservation.