UHY has acquired Merki & Associates, a full-service accounting and tax firm that has served the needs of clients in the Dallas-Fort Worth area for more than 25 years. The transaction marks the tenth strategic combination UHY has made with like-minded firms this year.
The combination marks another milestone in UHY’s national growth strategy and builds on its continued expansion in Texas, including the September combination with the Corpus Christi-based CPA firm Adamson & Company. UHY now has six offices in the state.
Merki & Associates has built a strong reputation for combining technical excellence with a deep focus on the needs of small businesses. The firm focuses on helping business owners with Client Accounting Services, tax preparation, new business formation, and business accounting. In addition, Merki’s team of advisors helps individuals with tax planning and estate and trust preparation.
The combination will integrate Merki & Associates into UHY’s national footprint, adding the firm’s industry specialists and broad range of advisory capabilities to Merki’s existing client offerings. In addition, UHY’s national wealth management practice will help meet the needs of individual high-net-worth clients across the region.
“Small business owners are the backbone of the American economy, but as they navigate through everything from economic uncertainty to technological disruption, they need more specialized expertise from their advisors,” said Steven P. McCarty, Chairman and Chief Executive Officer of UHY. “In the Dallas-Fort Worth region many of these business owners have relied on Merki & Associates to help them connect to new possibilities, and we’ve been doing the same thing for our clients across the country. We’re excited to welcome the entire Merki team to UHY.”
Denton, Texas is quickly becoming a boomtown within the Dallas-Fort Worth Metroplex area with significant retail, real estate, manufacturing and industrial expansion redefining the local economy. UHY has deep experience in each of those areas, which presents an even greater opportunity for the two firms to meet the needs of local business leaders.
“Our success has been built on relationships, trust, and a commitment to helping our clients succeed,” said Merki & Associates shareholder, April Stokes. “Joining UHY allows us to enhance those relationships by offering our clients access to additional resources, specialized expertise, and expanded service capabilities.” Fellow Merki Shareholder Michael Foster added, “Our combination will also create new opportunities for our team members to grow professionally while continuing to provide the personal attention and guidance our clients have long expected from our firm.”
The addition of Merki & Associates comes during a period of significant growth for UHY as the firm continues to expand its national footprint through strategic combinations in key markets across the United States. Recent additions have strengthened UHY’s presence in Iowa, New York, Ohio, South Carolina, Tennessee, Texas and other high-growth regions.
For more information about UHY, please visit www.uhy-us.com.
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