Introducing the FORVIS Way

Earlier this year, we took a bold step to create FORVIS through the merger of equals of BKD and Dixon Hughes Goodman (DHG). It takes courage to take a step like we did, but we had the confidence to do so because of a key attribute of both firms — a commitment to our people and client service. Since then, our teams have worked to build something new in FORVIS while continuing to innovate and exceed your expectations for client service. We are grateful for the opportunity to do business with you, and we value your trust in us.

We are excited to share with you the results of an important aspect of our integration: a new framework for our firm’s culture. We call it our FORVIS DNA. It includes our new purpose, mission, vision, and values, which we refer to as The FORVIS Way. It’s a set of “values in action” and outlines behaviors that make us unmistakably FORVIS. One of those values in action is “Delivering an Unmatched Client Experience™,” a phrase you’ve likely heard us say often. This is a bedrock value for us, and you’ll be hearing more about how we execute on this in the future.

The following is a high-level look at the FORVIS DNA. We hope you find it inspiring and useful in understanding what drives us and how we will serve you, our people, an our communities — now and in the future.

The FORVIS DNA

Purpose (why we exist): To help those we serve unlock their full potential.

Mission (what we will do to realize our purpose and vision): To build remarkable careers and provide an Unmatched Client Experience through an uncommon commitment to excellence.

Vision (what our future will look like when we’re successful): Our FORWARD VISION is to be known for creating engaging opportunities, delivering innovative solutions, and building unrivaled relationships.

Core Values: The FORVIS Way in Action — B.E. B.O.L.D.

• Be your best self
• Excel always

 

• Be builders
• Operate as ONE FORVIS
• Lead with integrity
• Deliver an Unmatched Client Experience
  • Listen to understand
  • Be responsive
  • Consult with purpose to deliver value

Codifying our culture is essential to defining what makes FORVIS unique and outlining what you can expect when doing business with us. We are proud to hold ourselves accountable and we are excited to show you The FORVIS Way in action.

Sincerely,

Thomas W. Watson, CPA
Chief Executive Officer
FORIVS

Matt Snow, CPA
Chairman
FORVIS

About FORVIS:

FORVIS, LLP ranks among the nation’s top 10 professional services firms. Created by the merger of equals of BKD, LLP and Dixon Hughes Goodman, LLP (DHG), FORVIS is driven by the commitment to use our forward vision to deliver unmatched client experiences. FORVIS is built upon the strong legacies of BKD and DHG, which is reflected in a name comprised from partner initials that represents our unique focus on preparing our clients for what is next. With more than 5,400 dedicated professionals who serve clients in all 50 states, as well as across the globe, FORVIS offers comprehensive assurance, tax, advisory, and wealth management services. Visit FORVIS.com for additional information.