The top 50 largest accounting firms in the U.S. have a new contender in the mix. Thirteen accounting firms from across the country have now combined under the new brand name Sorren.
As a result of this new venture, the collection of firms, which are connected through the BDO Alliance and industry relationships, have formalized a shared vision of growth and collaboration by combining expertise, values, and resources. And officials from Sorren believe it will be among the nation’s top 50 firms by revenue.
Josh Tyree, president of Sorren who also held that same title for Meridian, ID-based Harris CPAs, one of the 13 firms involved in the combination, said what began as a group of leaders supporting each other over several years evolved into a movement to strengthen client service, deepen expertise, and address complex industry challenges together.
“We realized we could do so much more—for our teams, our clients, and our communities—by working together,” he said in a statement. “As Sorren, our clients still work with the trusted advisors they’ve always known, but now those same teams are backed by enhanced capabilities and infrastructure. Together, we’re more powerful. We’re better equipped to solve the industry’s most pressing issues while staying rooted in the values that connected us in the first place.”
Sorren is backed by DFW Capital Partners, a New York-based private equity firm that partners with business owners and management teams to drive growth and build middle-market companies. DFW says on its website that its investment strategy is to “identify strong operating platforms, help develop talent and infrastructure, architect and execute on strategic acquisition and organic growth initiatives, and capitalize on value creation for our investors and management partners.”
DFW completed a private equity investment in Harris CPAs in January 2024, according to a media release. At that time, Michael O’Donnell, a DFW operating partner and three-time former DFW portfolio company CEO, joined Harris CPAs as CEO. He now holds that same title for Sorren.
“We acknowledge that our lead investor, DFW, has been vital in bringing our vision to life. They have backed and supported our strategy from the very beginning, and it really shows with the progress that we’ve made and the fast success that we’ve seen,” O’Donnell said in a statement.
Sorren is comprised of more than 1,000 U.S. professionals, across 20 offices nationwide. In addition to expanding services within their own client base, Sorren has also expanded its presence in India, the Philippines, and St. Lucia.
The firm says it offers strategic solutions to its clients in tax, assurance, client accounting services, and advisory.
The 13 accounting firms that have combined to form Sorren include:
- Harris CPAs (Idaho)
- Chigbrow Ryan Murata (Idaho)
- SBF Advisors (Florida)
- KMA Advisors (Wisconsin)
- KDP Advisors (Oregon)
- Aycock & Co. (Texas)
- Pisenti & Brinker (California)
- Hoerber Tillman & Co. (Florida)
- Stockman Kast Ryan & Co. (Colorado)
- Acuity (Georgia)
- JRJBF (Illinois)
- Capital Nomics Valuations (California)
- Roeser Accountancy (California)
Sorren officials say the firm will continue to grow strategically by partnering with firms that share its commitment to personalized client relationships, community involvement, and advances in technology.
“What makes Sorren stand out is the way these firms came together—with intention, shared values, and a commitment to staying deeply connected to their local markets,” Allan Koltin, CEO of Koltin Consulting Group, who is one of the accounting profession’s top M&A matchmakers, said in a statement. “This group didn’t just merge for size; they united around a common purpose. It’s a blueprint for how innovative firms can grow while staying true to who they are.”
For those curious about the name “Sorren,” the firm says the name “blends root meanings of ‘master of craft’ and ‘coming together as one’—reflecting the values at the heart of this new firm.”
Sorren is comprised of Sorren CPAs PC, a licensed independent CPA firm that provides client attest services, and Sorren Inc., an alternative practice structure that provides business advisory and non-attest services in accordance with all applicable laws, regulations, standards, and codes of conduct of the AICPA.
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