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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
Doeren Mayhew Snaps Up Thurman Campbell Group in Tennessee

Mergers and Acquisitions March 25, 2025 

Doeren Mayhew Snaps Up Thurman Campbell Group in Tennessee

The Troy, MI-based top 60 firm has expanded into Tennessee by acquiring TCG, a full-service accounting firm based in Clarksville, effective March 1.

Jason Bramwell

Rehmann to Merge in Kmetz, Elwell, Graham & Associates

Mergers and Acquisitions March 21, 2025 

Rehmann to Merge in Kmetz, Elwell, Graham & Associates

The Troy, MI-based top 40 accounting firm is expanding in Florida by combining with Vero Beach-based CPA firm Kmetz, Elwell, Graham & Associates, effective June 1.

Jason Bramwell

BPM to Combine with WBM Partners in Canada

Mergers and Acquisitions March 10, 2025 

BPM to Combine with WBM Partners in Canada

The top 35 firm is expanding its reach in Canada by merging in WBM Partners, a Burlington, Ontario-based accounting and advisory firm, in a deal expected to be completed on June 1. 

Jason Bramwell

Cohen & Co. Acquires Tassi in Illinois

Mergers and Acquisitions March 6, 2025 

Cohen & Co. Acquires Tassi in Illinois

The transaction, expected to close at the end of March, enhances the private equity-backed top 50 firm's national real estate service offering and expands Cohen's presence in the Chicago market.

Jason Bramwell

Moss Adams Buys 360 Cloud Solutions and 360 Cloud Apps

Mergers and Acquisitions March 4, 2025 

Moss Adams Buys 360 Cloud Solutions and 360 Cloud Apps

With the purchase, Moss Adams, which is a NetSuite Solution Provider and Alliance Partner, doubles the size of its NetSuite Implementation Services, augmenting existing resources and adding new product solutions, the top 15 accounting firm said on March 4.

Jason Bramwell

Aprio Adds Unclaimed Property Compliance Capabilities with Addition of JMS Advisory Group

Firm Management March 4, 2025 

Aprio Adds Unclaimed Property Compliance Capabilities with Addition of JMS Advisory Group

Aprio has acquired JMS Advisory Group, LLC (JMS), a firm specializing in unclaimed property compliance and escheat process development and improvement, located in Atlanta.

Isaac M. O'Bannon

Baker Tilly Set to Buy Hayflich CPAs in West Virginia

Mergers and Acquisitions February 27, 2025 

Baker Tilly Set to Buy Hayflich CPAs in West Virginia

The top 10 accounting firm is planning to expand its presence in the Mid-Atlantic region saying Thursday it's intending to acquire Huntington, WV-based Hayflich CPAs.

Jason Bramwell

Karbon Practice Marketplace Offers Connection Point for Firms Seeking Acquisition with Buyers

Firm Management February 26, 2025 

Karbon Practice Marketplace Offers Connection Point for Firms Seeking Acquisition with Buyers

Any accounting firm looking to sell can list on the platform for a fee, while buyers must be fully implemented on Karbon's practice management system.

Isaac M. O'Bannon

Platform Accounting Group Enters Pennsylvania, Adds Keystone Advisor Group

Mergers and Acquisitions February 19, 2025 

Platform Accounting Group Enters Pennsylvania, Adds Keystone Advisor Group

Holladay, UT-based Platform has entered Pennsylvania for the first time after adding Orwigsburg-based Keystone Advisor Group, formerly known as Heckman & Laudeman.

Jason Bramwell

Citrin Cooperman Acquires HW&Co. in Ohio

Mergers and Acquisitions February 18, 2025 

Citrin Cooperman Acquires HW&Co. in Ohio

The PE-backed top 20 firm said Tuesday it has acquired substantially all the assets of HW&Co., a Woodmere, OH-based accounting and advisory firm that is among the top 300 largest in the U.S. by revenue.

Jason Bramwell

KSDT CPA Brings in Douglas N. Rice CPA in Florida

Mergers and Acquisitions February 17, 2025 

KSDT CPA Brings in Douglas N. Rice CPA in Florida

"This merger strengthens our ability to provide top-tier accounting, tax, and advisory services while ensuring a seamless transition for all clients," KSDT CPA, one of the top 200 largest accounting firms in the U.S., said in a media release.

Jason Bramwell

Aprio Aims to Enter Legal Industry by Combining with Law Firm in Arizona

Mergers and Acquisitions February 13, 2025 

Aprio Aims to Enter Legal Industry by Combining with Law Firm in Arizona

The top 30 accounting firm is planning to merge with Scottsdale, AZ-based boutique business law firm Radix Law this spring to form the Arizona law firm Aprio Legal, a move that could set off a wave of other CPA firms entering an industry that was once considered off limits.

Jason Bramwell

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