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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
Aprio Acquires Cybersecurity Firm Securitybricks

Mergers and Acquisitions December 13, 2024 

Aprio Acquires Cybersecurity Firm Securitybricks

The deal, effective Dec. 1, expands the Atlanta-based top 30 accounting firm's cloud security, compliance, and digital security capabilities.

Jason Bramwell

Cohen & Co. Acquires CPA Firm Tax & Wealth Management

Mergers and Acquisitions December 13, 2024 

Cohen & Co. Acquires CPA Firm Tax & Wealth Management

This is the first deal the top 50 accounting firm has made since it announced in October that it was getting an infusion of private equity funding from Lovell Minnick Partners.

Jason Bramwell

Aprio Combines With Pontiff + Associates, Elite Tax & Accounting in Denver

Mergers and Acquisitions December 12, 2024 

Aprio Combines With Pontiff + Associates, Elite Tax & Accounting in Denver

The top 30 accounting firm said the mergers enhance its capabilities to better serve clients operating in key industries across Denver, including real estate, professional services, and small business consulting.

Jason Bramwell

Cherry Bekaert Acquires Katz Nannis + Solomon in Massachusetts

Mergers and Acquisitions December 12, 2024 

Cherry Bekaert Acquires Katz Nannis + Solomon in Massachusetts

The deal allows the top 25 firm to utilize Katz Nannis + Solomon's established client base and streamline its operations while enhancing audit and tax capabilities for both firms' clients.

Jason Bramwell

PP&Co. Adds Delucchi Hawn in California

Mergers and Acquisitions December 12, 2024 

PP&Co. Adds Delucchi Hawn in California

The transaction combines the resources, technical expertise, and talent of the two San Jose-based accounting firms, says top 300 firm PP&Co.

Jason Bramwell

Smith + Howard Acquires Fahrenheit Advisors in Virginia

Mergers and Acquisitions December 12, 2024 

Smith + Howard Acquires Fahrenheit Advisors in Virginia

The acquisition broadens Smith + Howard’s business advisory services and bolsters the top 100 accounting firm’s executive search capability.

Jason Bramwell

Schellman Acquires Connor Consulting

Mergers and Acquisitions December 11, 2024 

Schellman Acquires Connor Consulting

Headquartered in Birmingham, Alabama, and led by founder and Managing Partner, Cindy Wyatt, INSYTE CPAs has built a stellar reputation in the areas of risk management, internal control, and business processes.

Isaac M. O'Bannon

Platform Accounting Group Acquires NorCal Accounting Firm DHS

Mergers and Acquisitions December 6, 2024 

Platform Accounting Group Acquires NorCal Accounting Firm DHS

Platform is a next-gen accounting and professional services group created in 2015. It strives to preserve the dynamics of small firm cultures and incorporates the technology and connectedness of the 21st century.

Isaac M. O'Bannon

Dean Dorton Picks Up Shilts CPA in Florida

Firm Management December 5, 2024 

Dean Dorton Picks Up Shilts CPA in Florida

The deal with Shilts CPA, effective Dec. 1, expands the top 100 accounting firm's valuation and forensic accounting offerings.

Jason Bramwell

LBMC Expands Into Memphis After Deal With Frazee Ivy Davis

Firm Management December 4, 2024 

LBMC Expands Into Memphis After Deal With Frazee Ivy Davis

The top 40 firm has grown its footprint across Tennessee by adding Frazee Ivy Davis, an accounting firm based in Memphis.

Jason Bramwell

Citrin Cooperman Adds Andsager, Bartlett & Pieroni in Rhode Island

Firm Management December 4, 2024 

Citrin Cooperman Adds Andsager, Bartlett & Pieroni in Rhode Island

The top 20 accounting firm's acquisition of ABP expands its established presence in Providence, RI, and greater New England.

Jason Bramwell

Cherry Bekaert Acquires DeBlanc, Murphy & Murphy in Maryland

Firm Management December 4, 2024 

Cherry Bekaert Acquires DeBlanc, Murphy & Murphy in Maryland

The acquisition aims to strengthen the top 25 firm's position in the greater Washington, D.C. market and expand its service offerings

Jason Bramwell

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