Gelman, Rosenberg & Freedman CPAs, a financial, tax and consulting firm serving the Washington, D.C, area, has acquired the litigation support and forensic accounting practices of Greystone Advisory Group LLC.
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In light of the recent deal, Greystone Advisory is left with due diligence and internal corporate and forensic accounting investigation services. It also offers fraud risk assessment, insurance investigation, expert and fact witness testimony as well as business intelligence services.
Richard M. Potocek, who founded Greystone Advisory in 2009, was not immediately available to comment on what will happen to the remainder of Greystone Advisory.
Potocek will join the Gelman, Rosenberg & Freedman team as a forensic and dispute principal. He will work alongside the firm’s director of tax and business valuation, Walter Deyhle. Carly Stallard, who has worked with Potocek since 2009, will also join the firm as a financial analyst.
“Incorporating Greystone Advisory Group’s knowledge brings tremendous depth to our services in litigation support, forensic accounting and internal corporate investigation,” said David F. Graling managing partner at Gelman, Rosenberg & Freedman, in a statement. “Bringing Rick on board provides additional strategic expertise and the organizational reputation we need to attract greater business opportunities.”
Prior to Greystone Advisory, Potocek worked as a director at Deloitte Financial Advisory Services LLP in Washington, D.C., where he led internal and forensic accounting investigations for government and corporate clients.
He also worked as a special agent and supervisor for the Federal Bureau of Investigation from 1979 to 2004. His 25-year stint at the FBI was spent investigating white collar crime cases, which included securities, wire and mail fraud. Potocek concluded his career at the Bureau as chief of its internal audit staff, which conducted internal program management, financial management and information systems audits.
Potocek was also employed at the U.S. House Appropriations Committee’s Surveys and Investigations, where he worked as an assistant director. He led investigations for financial management of government agencies and programs to help identify inefficiencies and weaknesses in budget execution, procurement and internal controls.