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Mergers and Acquisitions

Financing Accounting Firm Acquisitions: A Strategic Guide to Capital Structures, SBA Loans, and Client Book Purchases

Firm Management June 4, 2026 

Financing Accounting Firm Acquisitions: A Strategic Guide to Capital Structures, SBA Loans, and Client Book Purchases

To participate in this new paradigm, it has become essential to know how to finance the accounting firm and acquire other firms' client base.

Christopher Cornella

Featured Articles

June 4, 2026  

Aprio Acquires Waldron H. Rand & Co. in Massachusetts

June 3, 2026  

Ascend Adds William Vaughan Co. in Ohio

June 3, 2026  

Accuity Adds Carbonaro CPAs & Management Group in Hawaii

June 2, 2026  

Aprio Acquires Isdaner & Co. in Pennsylvania

June 1, 2026  

Cherry Bekaert Acquires Calvetti Ferguson, Expanding Texas and Nashville Presence
Squire Acquires HintonBurdick in Utah

Mergers and Acquisitions December 5, 2025 

Squire Acquires HintonBurdick in Utah

The Orem, UT-based top 200 firm has acquired fellow Utah CPA firm HintonBurdick, which also has offices in Arizona and Nevada, in a deal that becomes official on Jan. 1, 2026.

Jason Bramwell

Adams Brown Acquires Stafford & Westervelt

Mergers and Acquisitions December 5, 2025 

Adams Brown Acquires Stafford & Westervelt

The Wichita, KS-based top 200 accounting firm has acquired Stafford & Westervelt, Chartered, a CPA firm with offices in Rogers, AR, and Parsons, KS, effective Dec. 1.

Jason Bramwell

LGA Merges with Cohen Cohen & Co. and Ziner & Murphy in Massachusetts

Mergers and Acquisitions December 4, 2025 

LGA Merges with Cohen Cohen & Co. and Ziner & Murphy in Massachusetts

The top 200 firm announced the completion of two merger deals this week—one with Boston-based CPA firm Cohen Cohen & Co. and the other with Stoneham, MA-based CPA firm Ziner & Murphy—effective Dec. 1.

Jason Bramwell

Brown Edwards Acquires Shelton & Co. CPAs in Virginia

Mergers and Acquisitions December 3, 2025 

Brown Edwards Acquires Shelton & Co. CPAs in Virginia

The top 100 accounting firm announced Dec. 2 that it has acquired Shelton & Co. CPAs, a Lynchburg, VA-based accounting practice that has served the construction industry for more than 30 years.

Jason Bramwell

Eide Bailly Merges in Wall, Einhorn & Chernitzer in Virginia

Mergers and Acquisitions December 2, 2025 

Eide Bailly Merges in Wall, Einhorn & Chernitzer in Virginia

The top 20 accounting firm will officially expand to Virginia on Dec. 8 when it combines with Norfolk-based CPA firm Wall, Einhorn & Chernitzer.

Jason Bramwell

PKF O’Connor Davies Brings in Wolf Maryles & Associates in NYC

Mergers and Acquisitions December 2, 2025 

PKF O’Connor Davies Brings in Wolf Maryles & Associates in NYC

New York City-based boutique tax and financial advisory firm Wolf Maryles & Associates will join PKF O'Connor Davies in a deal that takes effect on Jan. 1, 2026, the top 30 accounting firm said on Tuesday.

Jason Bramwell

HBK Acquires MKS&H in Maryland

Mergers and Acquisitions December 1, 2025 

HBK Acquires MKS&H in Maryland

The top 50 firm has made its initial foray into the state of Maryland by acquiring McLean, Koehler, Sparks & Hammond, an accounting firm with offices in Timonium and Frederick, effective Dec. 1.

Jason Bramwell

Sax Adds SCL Consulting in Maryland

Mergers and Acquisitions November 21, 2025 

Sax Adds SCL Consulting in Maryland

The top 100 firm has acquired SCL Consulting, a Columbia, MD-based financial consulting firm that specializes in client accounting services, effective Nov. 14.

Jason Bramwell

Mauldin & Jenkins to Merge in LaPorte CPAs & Business Advisors in Louisiana

Mergers and Acquisitions November 20, 2025 

Mauldin & Jenkins to Merge in LaPorte CPAs & Business Advisors in Louisiana

The top 60 accounting firm will soon have an established presence in New Orleans and other cities in Louisiana, as well as in Houston, TX, after announcing a deal to merge with New Orleans-based LaPorte CPAs & Business Advisors, effective Dec. 1.

Jason Bramwell

Ascend Member Firms TSS and Walter Shuffain Expand with Mergers

Mergers and Acquisitions November 20, 2025 

Ascend Member Firms TSS and Walter Shuffain Expand with Mergers

Private equity-backed Ascend announced Nov. 20 that two of its platform accounting and advisory firms—TSS Advisors and Walter Shuffain Advisors—have completed merger deals, effective Nov. 1.

Jason Bramwell

Doeren Mayhew Adds McMurray, Fox & Associates in Nashville

Mergers and Acquisitions November 19, 2025 

Doeren Mayhew Adds McMurray, Fox & Associates in Nashville

The top 50 accounting firm has made its second M&A deal in the metro-Nashville area in as many months, this time acquiring CPA firm McMurray, Fox & Associates, effective Nov. 10.

Jason Bramwell

Rehmann Set to Combine with Teeling & Co. in Florida

Mergers and Acquisitions November 19, 2025 

Rehmann Set to Combine with Teeling & Co. in Florida

The top 40 accounting firm said this week it has a deal in place to combine with Teeling & Co., a mother-daughter-owned CPA firm in Tampa, FL, effective Jan. 1, 2026.

Jason Bramwell

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