Category Archives: Firm News

Aurum Named Top Defined Contribution Advisor Firm

Posted on Wednesday, October 4, 2017 by

Aurum Wealth Management Group, a Skoda Minotti firm, has been recognized as a Top Defined Contribution (DC) Advisor Firm by the National Association of Plan Advisors (NAPA).

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Michael Trabert Receives Exit Planner of the Year Award From the Exit Planning Institute

Posted on Saturday, September 23, 2017 by

Skoda Minotti, a national business advisory firm, is pleased to announce that Michael Trabert, CPA, CVA, CMAP, CEPA, CM&AA, has been named as the Peter Christman Exit Planner of the Year by the Exit Planning Institute (EPI) as part of its annual Excellence in Exit Planning Awards.

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Aurum Wealth Management Group LLC Finalizes Combination Agreement With Reghetti Moore Wealth Advisors

Posted on Friday, June 23, 2017 by

Aurum Wealth Management Group LLC, is pleased to announce that it has finalized an agreement to combine the assets and human capital of Reghetti Moore Wealth Advisors (Reghetti Moore), an Akron, Ohio-based wealth management firm.

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Skoda Minotti Named a Best Place to Work by Tampa Bay Business Journal

Posted on Friday, April 21, 2017 by

Skoda Minotti, a national CPA, business and financial advisory firm, has been named one of the Best Places to Work by the Tampa Bay Business Journal. Sixty local companies were recognized in the class of 2017 in four categories, based on employee count. Winners were selected based on an employee survey focusing on matters including […]

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Skoda Minotti Strategic Marketing Named HubSpot Gold Partner

Posted on Tuesday, March 28, 2017 by

Skoda Minotti Strategic Marketing has been named a Gold Partner with HubSpot under its Agency Partner Program, which recognizes select marketing agencies for executing inbound marketing to the highest industry standards and deploying it successfully on behalf of growing client bases.

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Skoda Minotti Receives 2017 Smart Culture Award

Posted on Friday, March 3, 2017 by

Skoda Minotti has been selected as a winner of the 2017 Smart Culture Awards, a recognition of Northeast Ohio organizations where culture plays a crucial role in the company’s success. The firm will be recognized at the 2017 Smart Culture Conference on April 6, 2017, hosted by Smart Business.

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Skoda Minotti Financial Services Expands Medicare Advisory Services to Florida

Posted on Wednesday, January 18, 2017 by

Skoda Minotti’s Financial Services Group is pleased to announce that it has expanded its Medicare advisory service offerings to the Florida market.

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David Mustin Joins Skoda Minotti as Partner

Posted on Sunday, January 15, 2017 by

David Mustin, MBA, the founder and managing director of Cleveland-based executive management consulting firm Stafford Snyder, LLC has joined Skoda Minotti as a partner.

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Skoda Minotti Mannequin Challenge

Posted on Wednesday, November 23, 2016 by

Our offices had a great time participating in the Mannequin Challenge. Check out the videos below from our Tampa, Mayfield and Akron offices.

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Skoda Minotti Receives Award for Customer Service Excellence

Posted on Tuesday, November 22, 2016 by

Skoda Minotti, a national CPA, financial and business advisory firm headquartered in Cleveland, Ohio, has been named a recipient of a Smart Business News (SBN) World-Class Customer Service Award. The World-Class Customer Service Awards honor companies that have demonstrated their commitment to delivering world-class customer service both internally and externally.

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