Sorren, a Top 50 national tax, accounting, and advisory firm, announced today that Connected Accounting, an innovative technology-forward accounting firm with deep roots in Los Angeles, has joined the organization.

Founded in 2019 by Marie Greene, Connected Accounting is recognized for leveraging technology to streamline accounting processes, improve operational efficiency, and deliver consistent, high-quality outcomes for clients. By bringing together two firms committed to innovation and client service, this expansion strengthens Sorren’s footprint in California and its ability to deliver scalable, technology-driven solutions without compromising the personalized attention clients value.

“Connected Accounting has built a strong reputation by combining trusted relationships with forward-thinking technology and efficient processes,” said Josh Tyree, CEO of Sorren “Their approach aligns closely with our strategic priorities and ongoing investments in integrated platforms. Together, we are well positioned to support clients as the accounting industry continues to evolve toward a more digital, technology-driven future.”

“We’ve seen firsthand how integrated platforms drive meaningful results for our clients,” said Marie Greene, Founder of Connected Accounting. “Joining Sorren allows us to accelerate our growth, expand our capabilities, and deliver even greater value, while preserving the relationships and client-first approach that define our firm.”

Sorren was formed in 2025 through the combination of leading regional firms and private equity backing, with a mission to build a forward-thinking, nationally connected firm that remains deeply rooted in local markets.

For more information, visit www.sorren.com. For inquiries, please contact pr@sorren.com.

Sorren, a Top 50 national tax, accounting, and advisory firm, has announced that Hess & Rohmer, a well-respected full-service CPA and advisory firm, has joined its national network. The partnership reinforces Sorren’s growth in Texas, building on its existing Houston presence while uniting Hess & Rohmer’s local legacy and trusted client relationships with Sorren’s national resources and expertise.  

Established in 1999 by Brian Hess and Melody Rohmer, the firm was founded on a relationship-driven approach to client service. This philosophy, rooted in the belief that the firm’s success is directly tied to the success of its clients, has supported steady growth and service expansion over time.  

“From the beginning, it was clear our firms share a common approach to serving clients and supporting our people,” said Josh Tyree, President of Sorren. “Together, we’re strengthening our ability to serve Texas businesses with the personal attention of a local firm backed by the reach and resources of a national network.”  

“The alignment in our values, culture, and vision was unmistakable,” said Brian Hess, Hess & Rohmer’s Managing Partner. “It positions us to create meaningful opportunities for our people, our communities, and our clients—now and into the future.” 

Sorren was formed in 2025 through the combination of leading regional firms and private equity backing, with a mission to build a forward-thinking, nationally connected firm that remains deeply rooted in local markets.  

For more information, visit www.sorren.com. For inquiries, please contact pr@sorren.com.

[Meridian, Idaho] – January 20, 2026 — Sorren, a Top 50 national tax, accounting, and advisory firm, has announced the appointment of Josh Tyree as Chief Executive Officer, effective January 20, 2026. Tyree previously served as President of the firm and steps into the CEO role following a planned leadership transition. 

The appointment reflects a long-established succession plan designed to support Sorren’s growth and integration as a national firm. Michael O’Donnell, who has served as CEO during Sorren’s initial formation and integration period, will transition to Executive Chairman, where he will continue to provide strategic guidance and leadership counsel. 

“This transition was planned from the beginning,” said O’Donnell. “Josh has demonstrated exceptional leadership, operational discipline, and a clear vision for the firm. The progress Sorren has made over the past two years exceeded expectations, and Josh is well prepared to lead the firm into its next phase.” 

As President, Tyree focused on partner alignment and firm integration, helping bring together multiple legacy firms into a cohesive national organization. In his role as CEO, he will continue to support partner success while placing greater emphasis on strategic direction, innovation, and the development of new service offerings. 

“This role is about building on what we’ve already established,” said Tyree. “We’ve made tremendous progress as a firm: aligning our partners, strengthening our culture, and creating a strong foundation for growth. As CEO, my focus is on ensuring we continue to move forward with clarity, purpose, and care for our people and our clients.” 

Sorren has advanced its integration and operational milestones ahead of its original timeline, reinforcing its position as an established, nationally connected firm with deep local roots. Tyree’s appointment underscores the firm’s commitment to stable leadership, thoughtful governance, and long-term value creation. 

About Sorren 

Sorren is a Top 50 national tax, accounting, and advisory firm, delivering integrated services to clients across the country. Founded in Boise, Idaho, Sorren brings together experienced professionals, advanced technology, and deep industry knowledge to help clients navigate complexity and achieve long-term success. 

For more information, visit www.sorren.com.

Selling your business is a monumental decision. Whether you’re ready to retire, pursue new ventures, or capitalize on your business’s value, the process requires careful planning and preparation. Selling a business is more than a financial transaction; it’s a personal one, too. Your hard work and dedication have built something remarkable, and transitioning that legacy deserves a thoughtful approach.

This guide will walk you through the key steps to prepare for a sale, maximize the value of your business, and ensure you’re ready for what comes next.

Are You Truly Ready to Sell?

The first step in selling your business is determining whether you’re ready to part ways. This involves both financial readiness and personal readiness.

Financial readiness requires an honest evaluation of the funds you’ll need for the next stage of your life. Can the sale price meet your financial goals, whether it’s supporting a new venture or funding your retirement? You’ll also want to evaluate if your business’s valuation aligns with these goals or if you should wait, allowing it to grow in value.

Personal readiness is equally important. Many business owners underestimate the emotional impact of stepping away. Your identity may be closely tied to your role in the company, and leaving can create a void. Consider what your plans are after the sale. Whether it’s travel, a hobby, or a new business, having a clear next step will make the transition easier.

Plan Ahead for a Smooth Sale

Selling a business isn’t an overnight process. The ideal timeline? Start planning 3–5 years in advance.

Why so long? Time lets you:

• Increase business value: You can implement improvements to make your business more appealing to buyers.
• Implement tax strategies: Early tax planning ensures maximum benefits.
• Decouple your involvement: If your business relies heavily on you, buyers may perceive a higher risk. Reduce this dependency to appeal to a broader range of buyers.

Proper planning lays the foundation for a smoother, higher-value transaction.

Get Your Financials in Order

Accurate and organized financial records are essential to a successful sale. Buyers want to see a clear financial history and projections that inspire confidence in your business’s future.

• Update Key Statements: Ensure your income statement, cash flow statement, and balance sheet are current and accurate. All records should adhere to GAAP standards and include adjustments for regulatory updates, such as ASC 606 (revenue recognition) and ASC 842 (lease accounting).
• Prepare Projections: Financial forecasts help buyers visualize growth potential. Highlight opportunities for the business after the transition.
• Corporate Documents: Gather key records like articles of incorporation, contracts, agreements, and tax returns. A well-organized collection makes the process efficient and builds buyer confidence.

Consider engaging a professional audit or review to validate your records and assure buyers of your business’s financial health.

Know the Value of Your Business

Understanding your business’s worth is a critical step. Work with a CPA or valuation expert to assess your company’s market value and identify areas to enhance it.

Key metrics often used in valuations include:

• Revenue Metrics: Examples include monthly recurring revenue or historical revenue trends.
• Profitability Metrics: Historical EBITDA or projections of future profits.
• Customer Data: Metrics such as customer lifetime value, acquisition costs, and retention rates.

Industry reports and research can provide benchmarks, but the true value of your business is unique. An experienced advisor can assess both strategic and synergistic value, identifying what makes your business particularly appealing to specific buyers.

Maximize Your Company’s Value

Buyers are looking for businesses that are efficient, scalable, and adaptable. To increase your company’s value:

1. Optimize Costs: Cut unnecessary expenses and eliminate low-margin products or services.
2. Strengthen Your Team: Invest in talent and management to build an independent leadership structure.
3. Streamline Processes: Document workflows, cross-train employees, and reduce reliance on key individuals (including yourself).
4. Address Risks: Identify and resolve operational risks or single points of failure.
5. Improve Sales: Focus on growth by building stronger customer relationships or expanding reach.

These efforts reduce buyer risk and make your business more attractive, increasing its sale value.

Don’t Forget Tax Planning

Tax considerations should be woven into your sales strategy from the start. The earlier you plan, the more flexibility you have in structuring the transaction to minimize tax liability.

Key tax considerations:

• The structure of the transaction (e.g., stock sale vs. asset sale) can significantly impact taxes.
• Plan for personal wealth transfer or estate considerations that align with the sale.
• Work with a tax advisor to identify optimization strategies and evaluate different scenarios.

Proper tax planning ensures you maximize your net proceeds from the sale.

Work with Expert Advisors to Achieve Success

Every business sale is unique. Having the right team of advisors can make or break the transaction. Expert advisors will:

• Guide you through market research and valuation.
• Help structure your sale to maximize financial benefits.
• Address legal and tax complexities to minimize risks.
• Assist in preparing for buyer negotiations.

Their expertise ensures you avoid common pitfalls, maximize value, and achieve a seamless sale.

Start Preparing Today

Selling your business is one of the most significant financial decisions you’ll make. With careful preparation, thoughtful planning, and the right advisory team, you can maximize its value and pave the way for your next adventure.

Are you ready to take the next step? Contact any one of our offices today to schedule a consultation. Our expert advisors are here to guide you through every stage of the process—from valuation to closing the deal.

Sorren, a Top 50 national tax, accounting, and advisory firm, has announced that Casey Neilon, an accounting consultancy, has joined its national network. This partnership enhances Sorren’s presence in the Western region and combines Casey Neilon’s dedication to trusted relationships and long-term client success with Sorren’s national resources, advanced technology, and broad industry capabilities.  

Founded in 2006, Casey Neilon was established on a clear and enduring philosophy: to go beyond basic compliance by serving as a trusted, long-term advisor to entrepreneurs and their families. Since then, it has stayed true to that mission, earning a strong reputation for guiding clients toward their financial goals and supporting their long-term success.  

“Joining Sorren is a meaningful step for our team and our clients,” said Darsi Casey, Shareholder at Casey Neilon. “We remain committed to the personal, advisory-focused service our clients rely on, while gaining the expanded resources and expertise of a national firm. It’s a great fit that positions our clients and our team for even greater success.” 

“Casey Neilon brings exceptional talent, deep community roots, and a reputation for trusted guidance,” said Josh Tyree, President of Sorren. “We’re excited to welcome them to Sorren and establish our presence in Nevada together. This partnership strengthens our ability to deliver innovative, high-quality service to clients across the West region and beyond.”  

Sorren was formed in 2025 through the combination of leading regional firms and private equity backing, with a mission to build a forward-thinking, nationally connected firm that remains deeply rooted in local markets.  

For more information, visit www.sorren.com. For inquiries, please contact pr@sorren.com.

We are proud to announce that Sorren has been selected as the recipient of the Boomer Process Visionary Award at the 2025 Boomer Circles Summit in Kansas City, Missouri. This recognition honors accounting firms that demonstrate innovation, collaboration, and forward-thinking strategies in the way they serve clients and support their people. For Sorren, the award is both a milestone and a reflection of the journey we have been on together.

How It All Began

The Sorren story began with a vision shared by local, community-based accounting and tax firms across the country. These firms came together to create something entirely new. We set out to build a national top 50 firm that would maintain the deep client relationships established over decades while expanding opportunities through shared resources, broader expertise, and a united identity.

It was an ambitious idea, and while the concept was clear, the path forward required creativity, collaboration, and determination. One of the first major opportunities we faced was the challenge of integrating our assurance practices. Each office brought valuable knowledge and experience, as well as different systems, workflows, titles, and responsibilities. To truly succeed as one firm, we knew we needed to not only align these processes but improve them in ways that would make us more efficient, consistent, and scalable for the future.

The Integration Process

In August 2024, Sorren launched a cross-office initiative to unify assurance processes. With the guidance of Boomer Consulting advisors and the dedication of our assurance professionals, we formed focused teams to analyze specific challenges, develop solutions, and lead their implementation. Each team included five to six professionals who worked together to identify improvements, test solutions, and build consensus.

One of the most complex challenges was the inconsistency in titles and responsibilities across different offices. A title in one firm did not necessarily align with the same title in another. This created confusion and made collaboration across offices more difficult. To solve this, the team created a standardized framework of roles based on actual responsibilities, not titles alone. Offices then mapped their existing titles to these standardized roles, creating a structure that clarified expectations, improved communication, and provided consistency across the firm.

This work required detailed analysis and a great deal of collaboration. At the time, Sorren had not yet established firmwide standards for roles or titles. The effort was truly groundbreaking, and the success of this project laid the foundation for other departments to begin aligning their roles and responsibilities in the same way.

Real Results for Our People and Clients

Unifying the assurance processes has already created measurable improvements that benefit both our people and our clients.

• Efficiency: Engagements that once required extended hours now move more quickly. Projects that were complex and time consuming have become streamlined. For example, team meetings that previously lasted two hours now take only fifteen minutes.
• Consistency: With standardized roles and clear expectations, our teams can collaborate more effectively across offices, resulting in consistent client experiences and stronger quality control.
• Stronger culture: Perhaps the most important outcome has been the sense of unity this project has created. By working together to solve challenges, team members from different legacy firms have discovered that they share the same values and goals. This has strengthened morale and reinforced a culture of collaboration throughout Sorren.
• Reduced burnout: Operational efficiencies have increased capacity and allowed team members to focus on meaningful work, reducing unnecessary stress and contributing to healthier workloads.

These improvements not only enhance how we operate today but also prepare us to grow stronger tomorrow. By building scalable processes and systems now, Sorren is positioning itself to continue providing clarity and value to clients while anticipating opportunities that others might miss.

A New Model for Mergers in the Accounting Profession

The Boomer Process Visionary Award recognizes that Sorren is doing something different in the accounting profession. Traditionally, mergers have followed a top-down model in which a larger firm absorbs smaller firms and imposes structure on them. Sorren is demonstrating that there is another way forward.

Our model is collaborative. We are not simply merging firms. We are inviting teams, leaders, and communities to co-create a unified future. This approach honors the history of each legacy firm while building something stronger together. It is a model based on respect, trust, and shared vision. By working this way, we are proving that the future of the profession does not have to be about losing identity, but about finding strength in unity.

Looking Ahead

Winning the Boomer Process Visionary Award is an honor that belongs to every member of the Sorren team. It reflects the hard work, creativity, and collaboration that have shaped our journey so far. It also serves as encouragement to continue building processes, relationships, and strategies that help our clients, our people, and our communities thrive.

We are grateful to Boomer Consulting for their partnership and recognition, and to every Sorren team member who contributed to this transformation. Most of all, we are thankful to our clients, who trust us to see beyond the numbers, understand their goals, and provide the clarity they need to move forward with confidence.

This award marks an important step in Sorren’s story, but it is only the beginning. Together, we will keep shaping a future that is collaborative, innovative, and focused on what matters most: helping people succeed.