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RRBB Accountants-Advisors: A Tight Knit Community Blending Agility and Acumen

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Dave Roth, RRBB Accountants-Advisors | CFO Tech Outlook | Top Business Valuation Services CompaniesDave Roth, Managing Partner and CEO
Dave Roth has been engaged in the financial industry for over 35 years now and has spent the lion’s share of that time at the New Jersey-based accounting firm Rosenberg Rich Baker Berman & Co. (RRBB). Founded in 1961, the firm is well-known for its high-quality accounting, valuation, tax, audit, merger & acquisition (M&A), and advisory services. Home to a small team of accounting connoisseurs with experience working in large-scale firms, RRBB has offered its accounting services to several organizations in the manufacturing, distribution, real estate, and construction domain. Additionally, the firm has offered its M&A services to numerous entrepreneurs, helping them fulfill their acquisition objectives and generate the maximum value out of the deals. RRBB’s advisors have also served public companies and large corporations, providing them business, operational, and accounting guidance. The company has the expertise of a larger organization while offering smaller-firm attention to its clients, empowering them to relish the best of both worlds.

RRBB’s advisors operate as outsourced CFOs and controllers to many smaller public companies, helping them minimize errors in their accounts. Furthermore, the advisors also serve as Finance and Operations Principal (FinOp) for many companies, ensuring financial regulatory compliance and preventing inefficient business operations. RRBB has etched itself a niche in the M&A, gifting, and matrimonial space, where it offers highly reliable valuation services.

The firm has staff who are accredited in Business Valuation and assist its clients in conducting the valuation for various scenarios–mergers and acquisitions, gift and estate planning, divorce, and employee stock ownership. By conducting meticulous research, RRBB helps companies reach the highest value possible in valuation, helping them achieve their financial objectives. The firm is also involved in the divorce settlement process.

Considering the offerings of most accounting firms are essentially identical, what makes RRBB stand out from the crowd is how it provides its services.

“We’re small enough to be nimble and are like a family to the clients. We provide hands-on services while also being adequately equipped to handle more complicated issues,” elaborates Roth, Managing Partner and CEO at RRBB. The firm’s advisors have extensive discussions with their clients, identifying the root of their issues and suggesting solutions that improve the financial efficiency of their routine operations.

Roth fondly recalls an incident where he helped his client to improve the structure of his organization and assisted in M&A. From an accounting background himself, the client found out about RRBB via word-of-mouth and approached the firm. After having several rounds of discussions, Roth discovered that the client’s company was structured improperly, due to which he was paying double taxes. Roth then helped the client modify the structure to reduce the taxes and improve the company’s overall management. Impressed by the restructuring, the client collaborated with RRBB about financing his growing business, negotiating merger and acquisition, conducting valuation, formulating an estate plan, and eventually, becoming very successful. The client essentially observed the value RRBB added to his company and returned to it repeatedly. RRBB’s customers always speak highly of its customer-centric and proactive efforts that have empowered the company to forge strong bonds with them.

  • RRBB is a family in a team, so it is fun to work. When you help your clients and become friends with them, it makes it a lot more exciting and easier to resolve their problems


Having scripted numerous customer success stories, RRBB has witnessed substantial growth–especially on the M&A side–and brought in new partners who will enable it to expand its service portfolio. Bringing an exceptional coalescence of old-school integrity and contemporary practices to their clients, Roth envisions RRBB to keep growing and helping his clients with their financial challenges. “We have dealt with every major challenge in the financial industry and helped clients get the maximum wealth for their company. RRBB is a family in a team, so it is fun to work. When you help your clients and become friends with them, it makes it a lot more exciting and easier to resolve their problems,” proudly concludes Roth.

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RRBB Accountants-Advisors

Company
RRBB Accountants-Advisors

Management
Dave Roth, Managing Partner and CEO

Description
RRBB is well-known for its high-quality accounting, valuation, tax, audit, merger & acquisition (M&A), and advisory services. RRBB’s advisors have also served public organizations and large corporations as outsource CFO and controllers, leveraging their longstanding expertise. The firm’s advisors have extensive discussions with their clients, identifying the root of their issues and suggesting solutions that not only save them capital but also improve the financial efficiency of their routine operations. RRBB’s staff are accredited in Business Valuation and assist its clients in conducting the valuation for a variety of scenarios–mergers and acquisitions, gift and estate planning, and divorce.