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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
Eide Bailly Adds Volpe Brown & Co. in Ohio

Mergers and Acquisitions April 28, 2025 

Eide Bailly Adds Volpe Brown & Co. in Ohio

This strategic move enhances the top 20 firm's presence in northeast Ohio and adds a team with more than 40 years of experience in client accounting services, complex reporting, tax, and advisory work.

Jason Bramwell

Capstone Accounting and Tax Acquires Keller & Mendoza CPAs, Sargent CPA

Mergers and Acquisitions April 23, 2025 

Capstone Accounting and Tax Acquires Keller & Mendoza CPAs, Sargent CPA

Fresh off receiving a private equity investment, Bend, OR-based Capstone has expanded into Colorado and increased its presence in Oregon by adding Keller & Mendoza CPAs and Sargent CPA.

Jason Bramwell

Chahal & Associates Acquired By Financial Services Firm Earned Wealth

Mergers and Acquisitions April 23, 2025 

Chahal & Associates Acquired By Financial Services Firm Earned Wealth

The Hercules, CA-based tax and accounting firm has joined Earned, a New York City-based comprehensive wealth and tax firm that provides financial services for doctors, their families, and their practices.

Jason Bramwell

Sounds Like Baker Tilly and Moss Adams Are Getting Hitched

Mergers and Acquisitions April 11, 2025 

Sounds Like Baker Tilly and Moss Adams Are Getting Hitched

The top 15 accounting firms have begun the process of matrimony, as the two entities are reportedly in talks to form a combined firm with annual revenue of $3 billion.

Jason Bramwell

Capstone Accounting and Tax Secures Private Equity Investment

Mergers and Acquisitions April 4, 2025 

Capstone Accounting and Tax Secures Private Equity Investment

Formerly known as Capstone CPAs, Capstone Accounting and Tax said the outside capital will provide the financial and strategic support needed to accelerate its long-term growth, strengthen client service offerings, and expand its market presence through mergers and acquisitions.

Jason Bramwell

Gordon Advisors Merges in The Henry Group in Michigan

Mergers and Acquisitions April 4, 2025 

Gordon Advisors Merges in The Henry Group in Michigan

Troy, MI-based accounting firm Gordon Advisors is combining with fellow Troy-based practice The Henry Group in a move that expands Gordon's capabilities and enhances its depth of expertise.

Jason Bramwell

Global Tax Management Acquires DuCharme, McMillen & Associates’ State Income Tax Practice

Mergers and Acquisitions April 2, 2025 

Global Tax Management Acquires DuCharme, McMillen & Associates’ State Income Tax Practice

As part of the deal, GTM and DMA have entered into a strategic alliance, and the acquisition complements GTM's existing income tax practice.

Jason Bramwell

EisnerAmper Merges in Prague & Co. in Massachusetts

Mergers and Acquisitions April 2, 2025 

EisnerAmper Merges in Prague & Co. in Massachusetts

The top 20 accounting firm is expanding its presence in the Boston area by combining with full-service CPA firm Prague & Co. in a deal expected to close this spring.

Jason Bramwell

Ryan Acquires Brayn Consulting in Texas

Mergers and Acquisitions April 2, 2025 

Ryan Acquires Brayn Consulting in Texas

The Dallas-based tax services firm has expanded its income tax practice after acquiring Brayn Consulting, a Houston-based tax firm that specializes in research and development, cost segregation, and green energy income tax incentives.

Jason Bramwell

Aprio and RSM US Make a Deal

Mergers and Acquisitions March 28, 2025 

Aprio and RSM US Make a Deal

Top 30 firm Aprio and top five firm RSM US have reached an agreement for Aprio to acquire RSM's Professional Services+ practice operating in the U.S. and Canada. 

Jason Bramwell

Baker Tilly Picks Up Invoke Tax Partners in Texas

Mergers and Acquisitions March 27, 2025 

Baker Tilly Picks Up Invoke Tax Partners in Texas

Baker Tilly said the acquisition of Dallas-based Invoke enhances its capabilities in real estate and business personal property tax, sales and use tax, and severance tax.

Jason Bramwell

McConnell Jones Adds Taylor CPA & Associates in Georgia

Mergers and Acquisitions March 26, 2025 

McConnell Jones Adds Taylor CPA & Associates in Georgia

Houston-based McConnell Jones, the largest majority African American-owned and controlled public accounting firm in the U.S., has acquired Taylor CPA & Associates, a firm with offices in Columbus and Atlanta in Georgia.

Jason Bramwell

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