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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
Ascend Brings Alabama-Based Jackson Thornton Into the Fold

Mergers and Acquisitions May 14, 2026 

Ascend Brings Alabama-Based Jackson Thornton Into the Fold

Montgomery, AL-based Jackson Thornton, an INSIDE Public Accounting top 200 accounting firm, has joined the Ascend platform.

Jason Bramwell

Cohen & Co. Acquires Gordon Advisors in Michigan

Mergers and Acquisitions May 13, 2026 

Cohen & Co. Acquires Gordon Advisors in Michigan

The Cleveland, OH-based top 50 firm is acquiring Gordon Advisors, an accounting and business consulting firm located in Southeast Michigan, effective June 1.

Jason Bramwell

Sorren Adds Gorfine, Schiller & Gardyn in Maryland

Mergers and Acquisitions May 13, 2026 

Sorren Adds Gorfine, Schiller & Gardyn in Maryland

Owings Mills, MD-based full-service CPA firm Gorfine, Schiller & Gardyn has joined Sorren, adding to the top 100 accounting firm's footprint in the Mid-Atlantic region.

Jason Bramwell

Citrin Cooperman Acquires SWKJD in Florida

Mergers and Acquisitions May 12, 2026 

Citrin Cooperman Acquires SWKJD in Florida

The top 20 firm said Tuesday it has acquired Sharff, Wittmer, Kurtz, Jackson & Diaz PC, a Coral Gables, FL-based accounting and advisory firm serving privately held businesses and high-net-worth individuals.

Jason Bramwell

Nichols Cauley Adds The Molieri Group in Florida

Mergers and Acquisitions May 12, 2026 

Nichols Cauley Adds The Molieri Group in Florida

The move adds expertise in inbound and outbound international tax consulting, estate and trust matters, and complex planning for high-net-worth individuals and their businesses to Alan Whitman-led Nichols Cauley.

Jason Bramwell

Doeren Mayhew Acquires Parlade Schaefer Schortz CPAs in Florida

Mergers and Acquisitions May 11, 2026 

Doeren Mayhew Acquires Parlade Schaefer Schortz CPAs in Florida

The top 50 accounting firm has bolstered its health care practice by acquiring Parlade Schaefer Schortz CPAs, a South Miami-based tax and accounting firm.

Jason Bramwell

KLR Adds Restaurant Accounting Solutions in Massachusetts

Mergers and Acquisitions May 8, 2026 

KLR Adds Restaurant Accounting Solutions in Massachusetts

The top 100 firm has joined forces with Restaurant Accounting Solutions, a Yarmouth, MA-based provider of weekly outsourced restaurant bookkeeping, accounting, financial reporting, and payroll services to the restaurant industry.

Jason Bramwell

Plante Moran Expands South of the Border

Mergers and Acquisitions May 7, 2026 

Plante Moran Expands South of the Border

Plante Moran is headed back to Mexico—the top 15 U.S. firm has added Guadalajara-based accounting firm JA Del Río in a deal expected to close on July 1.

Jason Bramwell

Aprio Enters Cannabis Sector with Price Kong Acquisition

Mergers and Acquisitions May 6, 2026 

Aprio Enters Cannabis Sector with Price Kong Acquisition

The top 25 accounting firm has set foot in the cannabis industry by acquiring Phoenix-based CPA firm Price Kong, which provides attest, tax, and advisory services to a variety of businesses, including cannabusinesses.

Jason Bramwell

HBK Brings Aboard BB&K in Florida

Mergers and Acquisitions May 6, 2026 

HBK Brings Aboard BB&K in Florida

The top 50 accounting firm has merged in Brimmer, Burek and Keelan, a Tampa, FL-based CPA firm, effective May 1.

Jason Bramwell

7 Phrases Every CPA Leader Should Listen for in M&A Talks

Firm Management May 4, 2026 

7 Phrases Every CPA Leader Should Listen for in M&A Talks

Doing so positions both firms for a smoother transition and a stronger, more successful future together.

Frazier & Deeter Acquires Copeland Buhl in Minnesota

Mergers and Acquisitions May 4, 2026 

Frazier & Deeter Acquires Copeland Buhl in Minnesota

Top 50 firm Frazier & Deeter said May 4 it has acquired Copeland Buhl, an accounting and advisory firm in the Minneapolis area, marking its first expansion into the Midwest.

Jason Bramwell

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