Gelman, Rosenberg & Freedman CPAs Acquires Litigation Support and Forensic Accounting Capabilities of Greystone Advisory Group LLC

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Gelman, Rosenberg & Freedman CPAs, a Washington, DC-area financial, tax and consulting firm, has acquired the litigation support and forensic accounting capabilities of Greystone Advisory Group LLC, a firm that delivers due diligence and internal corporate and forensic accounting investigation services. Richard M. Potocek, CPA, MBA, CFE, who founded and led Greystone Advisory Group as executive director since 2009, joined Gelman, Rosenberg & Freedman as a forensic and dispute services principal on August 20, 2012.

Richard Potocek, CPA, MBA, CFE, Forensic and Detection Services Principal

Richard M. Potocek, CPA, MBA, CFE, Forensic and Dispute Services Principal

“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.

Gelman, Rosenberg & Freedman CPAs, a Washington, DC-area financial, tax and consulting firm, has acquired the litigation support and forensic accounting capabilities of Greystone Advisory Group LLC, a firm that delivers due diligence and internal corporate and forensic accounting investigation services. Richard M. Potocek, CPA, MBA, CFE, who founded and led Greystone Advisory Group as executive director since 2009, joins Gelman, Rosenberg & Freedman as a forensic and dispute services principal with more than 30 years of experience. He will work closely with Walter Deyhle, Gelman, Rosenberg & Freedman's director of tax and business valuation.

“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, CPA, MBA, managing partner at Gelman, Rosenberg & Freedman. “Our firm has had some success and visibility in this market. Bringing Rick on board provides additional strategic expertise and the organizational reputation we need to attract greater business opportunities.”

Seven professional staff at Gelman, Rosenberg & Freedman have been certified as fraud examiners by the Association of Certified Fraud Examiners, including Carly Stallard, CFE, who has worked with Mr. Potocek since 2009 and joins Gelman, Rosenberg & Freedman as a financial analyst. The firm has provided litigation support consulting services to clients over the past several years.

Prior to opening Greystone Advisory Group in July 2009, Mr. Potocek led internal and forensic accounting investigations as a director for Deloitte Financial Advisory Services LLP in Washington, DC. These investigations were conducted for government and corporate clients to minimize fraud, waste, malfeasance and corruption and identify internal control weaknesses. Mr. Potocek served as a special agent and supervisor for the Federal Bureau of Investigation from 1979 to 2004, where he spent most of his career investigating white collar crime cases such as securities fraud, wire fraud and mail fraud. Mr. Potocek finished his FBI career as the chief of the FBI’s internal audit staff, which conducted internal program management, financial management and information systems audits.

Mr. Potocek also served on the U.S. House Appropriations Committee’s Surveys and Investigations staff as an assistant director leading investigations into the financial management of government agencies and programs to identify inefficiencies and weaknesses in budget execution, procurement and internal controls.

Gelman, Rosenberg & Freedman CPAs has been part of the Washington, DC metropolitan community for more than 30 years. Our full service accounting firm provides financial, tax and consulting services to an extensive client base of nonprofit organizations, for-profit corporations including government contractors, research and development firms, retail, professional service firms, partnerships, trusts, and individual clients.

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Joe Kovacs, APR
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