Announced

Completed

Savant completed the acquisition of Terry Lockridge & Dunn.

Synopsis

Savant, an independent, fee-only wealth management firm, completed the acquisition of Terry Lockridge & Dunn, a company provides tax, accounting, payroll, business valuation and other consulting services. Financial terms were not disclosed. “Our tax team is experienced at working with businesses and individuals to maximize their wealth through consulting and tax planning. In a labor market where seasoned tax professionals are in short supply, we look forward to joining Savant’s tax and consulting arm and helping clients pursue their goals,” Paula Rogers, TLD president and partner.

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