David McMillan, CEO, PYA.

The accounting and consulting firm outlines a yearlong transition plan that elevates several internal leaders and reaffirms its commitment to private ownership.

PYA, a national accounting and health care consulting firm, has announced a planned leadership succession that will see David McMillan take over the role of CEO from Martin (Marty) Brown. The transition, which the firm states is the result of a planning process that began more than two years ago, includes several shifts in its executive ranks.

Effective Jan. 1, 2026, McMillan became President of the firm. Brown will continue to serve as CEO throughout 2026, with McMillan assuming the dual title of President and CEO Jan. 1, 2027.

At that time, Brown will step down from ownership after 32 years with the firm and transition into a new, non-ownership role as Chief Growth Officer, Accounting and Advisory Services. In this capacity, he will focus on growth for PYA’s Audit, Tax and Client Accounting Services divisions.

Concurrent with the transition, PYA’s ownership group has voted to remain privately held and independent. This decision comes as many firms in the consulting and professional services industry are increasingly engaging in mergers, acquisitions and private equity investments.

During Brown’s decadelong tenure as CEO, PYA expanded its national presence with new or expanded offices in Nashville, Tampa, Charlotte and Kansas City, and now serves clients in all 50 states.

McMillan has been with PYA since 2020, serving as CFO, an Executive Committee member, and leader of the firm’s national consulting practice. “David brings a deep understanding of our business, our clients, and our people, making him uniquely equipped to lead PYA into its next chapter of growth,” Brown said in a statement.

The leadership changes extend to other key roles. Lori Foley, formerly the Managing Principal of Revenue & Compliance Advisory, has succeeded McMillan as Managing Principal, Consulting. Angie Caldwell, Principal and Office Managing Principal in Tampa, has taken over the role of CFO from McMillan. Both appointments were effective January 1, 2026.

SOURCE: PYA

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