Maxwell Locke & Ritter LLP

Last week, our support team enjoyed their annual retreat at the Hyatt Regency Lost Pines Resort & Spa 😊 Our annual service line retreats are always fun and allow our team to disconnect from the day-to-day of the office while connecting with one another on a personal level!

Stay tuned 👀 for heartwarming content from your favorite accounting firm 🤗🫶🥰 We’re always looking for new ways to convey the ML&R story and experience and we’re excited for you to see our latest projects 🔜 Hao Hue, SHRM-CP Amy Gates

Ready to propel your tech company forward with innovative financial solutions? At Maxwell Locke & Ritter, our CPAs and advisors possess specialized expertise in managing the complex issues that technology companies face. Our collaborative approach offers a deeper level of service that goes beyond simple accounting for technology companies. Let us help you ensure your communication with investors, lenders, customers, and buyers is as advanced and reliable as the technology you develop. Learn more: https://lnkd.in/gUtDrdFT

#MyMLRMoment ▪️ “I had read the motto ‘No success at work is worth failure at home’ before my interview, but truly felt it resonate with me while I was interviewing in the office. I could tell that everyone I spoke with felt valued by ML&R. I am very excited to be joining the team!”– Penny Schmatjen, our newest support team member ▪️ When she is not working, Penny loves camping, hiking, paddleboarding, cycling, and travel. She especially loves going on cruises with her husband, friends, and family! 🚢🏕️🚲

Welcome back, Cody M. Strynadka, CFA, CPA 👋 Cody first joined ML&R in 2019 as an intern on our transaction advisory team and became full-time in June of 2020. Cody says, “After two years with the team, I decided to explore a different career opportunity. Though I enjoyed gaining experience in a different field, what brought me back to ML&R was leadership’s close alignment with my professional and personal goals. I am excited to be back alongside the amazing people here at ML&R, and I am looking forward to making strong and lasting relationships, while maintaining an excellent work-life balance.”

Blaine Martin, CPA, Courtney Hartmann, Cody Anderson and Samantha Peck, CPA recently had a tax team tee time ⛳️ Getting together outside of the office for some team bonding always feels like a hole-in-one 😊

#MyMLRMoment ▪️ “When I first met members of the team during the interview process, I felt so natural and comfortable. Despite it being our first interactions, I already felt like I belonged because of how welcoming and interactive everyone was,” – Frederik Sdrenka, CPA, one of our newest remote tax team members, joining us from Orlando, Florida ▪️ Frederik has been to 27 states, and hopes to eventually visit all 50! ✈️

Last month, our DEI team and community committee welcomed students from Breakthrough Central Texas to our downtown office and introduced them to the world of public accounting. With interactive sessions like a personal finance and budgeting workshop, service line roundtable discussions, and a Q&A panel with Team ML&R members who are first-generation college graduates, the day was filled with laughter and invaluable insights ✨ Breakthrough Central Texas creates a path to and through college for over 3,000 Central Texas students who will become the first in their families to earn a college degree. We are thankful for the opportunity to play a small part in supporting this organization that is making a positive impact in our community by helping students reach their fullest potential 🌟

#MyMLRMoment ▪️ “One of the first things that struck me about ML&R was seeing ‘No success at work is worth failure at home.’ It was refreshing to find a firm that values work-life balance and understands the importance of personal well-being alongside professional success. That realization assured me that ML&R is where I want to be,” – Stephanie Morgan, who recently joined our tax team and works remotely from Tyler, Texas ▪️ In 2021, Stephanie completed a 50k endurance run at Dinosaur Valley State Park! 🏃♀️🦖

At Maxwell Locke & Ritter, our comprehensive and collaborative approach to transaction advisory services gives you the insights you need and the analysis you can trust. When you work with ML&R, your deliverable will include these critical elements: ➡️Insightful, tailored insights, including charts and visual key observations to help you focus on what is truly important. ➡️Easy-to-trace databooks with full transaction detail to plug into projection models. ➡️Integrated tax diligence, including U.S. federal and state income tax compliance plus sales and use tax exposure analysis. ➡️Net working capital and indebtedness calculation advice. ➡️Consultation on purchase agreement language to mitigate potential post-transaction disputes. See the ML&R difference in our sample redacted report: https://lnkd.in/gEz2Ps4h