Garcia & Ortiz’s SBA Consulting Practice Joins Doeren Mayhew’s Financial Institutions Group

  • News

TROY, MICH. – February 2, 2023 – Doeren Mayhew, a consistently ranked top 60 U.S. accounting firm, is pleased to announce it has acquired the Small Business Administration (SBA) consulting practice of Florida-based CPA firm Garcia & Ortiz, P.A., and its proprietary GOLoan Review software. A well-known name in the SBA world, Garcia & Ortiz, P.A. has served this distinctive group of lenders for nearly a decade with SBA loan review and compliance consulting. Led by SBA consulting veteran Leslie Tripp, the practice has completed more than 15,000 SBA loan reviews and developed its own proprietary software to help lenders review their 7(a) loans for compliance to the Standard Operating Procedures. This acquisition adds a unique layer of experience to Doeren Mayhew’s already-robust financial institutions practice that currently serves more than 400 financial institutions nationwide with a broad spectrum of industry-specific risk management services. Joining forces catapults its expansion into the SBA lender sector to develop new growth opportunities that complements its existing client sector and service offerings. Effective immediately, the SBA consulting practice will begin operating under the Doeren Mayhew name. “For years, Garcia & Ortiz, P.A. and its SBA practice leader Leslie Tripp has been highly regarded within the lender community as a trusted advisor,” said John Murnane, Doeren Mayhew’s Financial Institutions Group shareholder and practice leader. “We see meaningful synergies between our practices to share resources and become an SBA lender consulting powerhouse. I’m excited to welcome Leslie and her team to the firm, as we look forward to continuing to grow together.” “We are very proud of the SBA practice Leslie and her team has built over the years,” stated J. Edward Del Rio, senior shareholder at Garcia & Ortiz, P.A. “We’ve always tried to put our clients' needs ahead of everything else, and it is for that reason we ultimately came to the decision to sell our SBA consulting practice to Doeren Mayhew. They bring the benefit of more resources and an expanded suite of services to create greater value to our SBA lender clients.” Garcia & Ortiz, P.A. will remain in business focused on continuing to serve its clients outside of the financial services sector.

Subscribe for more VIEWPoints