Anglin Merges in Pensacola-based Bloomer, Geri & Company

By Wendy Tucker September 4, 2018

As part of its long-term, strategic growth plan, Anglin Reichmann Snellgrove & Armstrong P.C. (Anglin CPAs) has merged in Pensacola, Fla.-based firm Bloomer, Geri & Company, effective September 1. The combined firms will operate under the name Anglin Reichmann Armstrong.

The merger will provide service expansion opportunities in the Pensacola market while retaining the leadership and boutique tax consulting services that Bloomer, Geri & Company is known for. Anglin CPAs will maintain the office in Pensacola, which will offer tax services, but also services in audit and assurance, business solutions and IT solutions.

For the past four years, practice advisor Gary Adamson, CPA, consulted with Bloomer, Geri & Company on a transition plan. This included research and recommendations for the firm to explore several potential sale or merger options. Ultimately, they determined that Anglin CPAs matched their transition goals the best.

“Anglin offers the expanded services our clients were asking for. Their culture and fee structure are very similar to ours. We are also on the same page regarding transition of clients and my role in the upcoming years,” said Donna Bloomer, CPA, managing partner. “I am excited about the future for our team and clients in Pensacola.”

Bloomer will stay in her position as firm managing partner through the business transition. She anticipates retiring with the option of a part-time consulting position within the next five to 10 years. Owner and Operations Executive Manager Jeanette Geri will likely retire earlier than Bloomer while Steve Schickel, CPA, will remain a Partner based in Pensacola.

The Pensacola area is an emerging growth market, according to Anglin CPAs Managing Partner Gary Anglin. “We see many opportunities for a presence in Pensacola, in particular expanding our services in government contracting,” he said. “We also respect the depth of tax consulting and knowledge that Bloomer, Geri & Company have developed among their professionals, specifically estate and gift tax consulting. We are looking forward to learning from each other.”