Citrin Cooperman Expands Presence in Nashville with KBFM

NEW YORK, Nov. 11, 2025 — Citrin Cooperman Advisors LLC, the premier professional services provider for private, middle-market businesses and high-net-worth individuals, today announced the joining of Partners and employees from KBFM, a prominent Nashville-based business management and tax firm. The transaction establishes Citrin Cooperman's first physical office in Music City, pushing its headcount above 20 and reinforcing its long-term investment in the region's thriving economy.

"Nashville embodies a spirit of innovation, resilience, and relationship-driven success aligned with Citrin Cooperman's values and vision," said Alan Badey, CEO of Citrin Cooperman. "KBFM built a trusted reputation through deep local roots and unwavering client dedication, and we're proud to welcome these partners and staff to Citrin Cooperman. With our combination and the opening of our Nashville office, we're also positioned to invest into the great Nashville community."

"KBFM was built on relationships, trust, and deep Nashville connections," said Chris King, KBFM founder and Managing Partner. "By joining Citrin Cooperman, we're able to keep those roots firmly in place while giving our clients access to broader expertise and a national platform. Nashville is a city built on growth and grit, and this partnership gives us the ability to grow with our clients while staying true to who we are."

This transaction reinforces Citrin Cooperman's strategic vision of thoughtful expansion rooted in culture and strategy. The KBFM team's professionalism, personality, and dedication to client service will complement and strengthen Citrin Cooperman's Business Management Family Office practice.

The transaction is expected to close in January 2026.