The original headline is: "LerroSarbey Announces Acquisition of Levenson Katzin & Ballotta"

Short summary

LerroSarbey, a Boca Raton-based IPA 400 firm with $14.3M FY24 net revenue, has acquired Plantation, Florida-based Levenson, Katzin & Ballotta effective July 1. The deal expands LerroSarbey's capabilities in tax planning, accounting, business advisory, and family wealth strategies. Clients of the acquired firm will retain their existing advisors while gaining access to LerroSarbey's broader resources.

• •LerroSarbey acquires Levenson, Katzin & Ballotta effective July 1
• •Deal expands tax planning, advisory, and wealth strategy capabilities
• •Clients retain existing advisors while gaining access to broader resources

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