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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
BerryDunn Joins Forces With Burzenski & Co. in Connecticut

Firm Management December 4, 2024 

BerryDunn Joins Forces With Burzenski & Co. in Connecticut

The top 50 firm has merged with East Haven, CT-based accounting, tax, and advisory firm Burzenski & Co., effective Dec. 1.

Jason Bramwell

LGA and McGaunn & Schwadron CPAs Merge

Firm Management December 4, 2024 

LGA and McGaunn & Schwadron CPAs Merge

The top 200 firm has combined with McGaunn & Schwadron, a Needham, MA-based veterinary and dental practice accounting firm.

Jason Bramwell

BeachFleischman Adds Las Vegas-Based Indiva Advisors

Firm Management December 4, 2024 

BeachFleischman Adds Las Vegas-Based Indiva Advisors

The top 200 accounting firm has entered the Las Vegas market and expanded its cannabis practice by acquiring Indiva.

Jason Bramwell

Barsz Gowie Amon & Fultz Merges in William E. Howe & Co.

Firm Management December 4, 2024 

Barsz Gowie Amon & Fultz Merges in William E. Howe & Co.

The two Media, PA-based accounting firms struck a deal on Dec. 2, with the combined staff of BGA&F increasing to 70 employees.

Jason Bramwell

SolomonEdwards Acquires Tax Advisory Provider Steele Consulting

Firm Management December 3, 2024 

SolomonEdwards Acquires Tax Advisory Provider Steele Consulting

Steele Consulting has established a strong track record of helping Fortune 1000 companies navigate complex tax regulations, strategically address the tax consequences of business transactions and maintain compliance with relevant statutory frameworks.

Isaac M. O'Bannon

Opsahl Dawson Merges in Hauser Jones & Sas

Firm Management November 20, 2024 

Opsahl Dawson Merges in Hauser Jones & Sas

The combination expands the top 300 firm's presence into Bellevue, joining its three other offices in the state of Washington.

Jason Bramwell

Doeren Mayhew Adds BHT&D in Michigan

Firm Management November 19, 2024 

Doeren Mayhew Adds BHT&D in Michigan

The PE-backed top 60 firm has expanded its footprint in western Michigan by acquiring BHT&D, a full-service CPA firm.

Jason Bramwell

Aprio Acquires Kirsch Kohn & Bridge in Southern California

Firm Management November 15, 2024 

Aprio Acquires Kirsch Kohn & Bridge in Southern California

The top 30 accounting firm has entered the Southern California market by adding KKB, a full-service CPA and advisory firm.

Jason Bramwell

Citrin Cooperman Picks Up Clearview Group in Maryland

Firm Management November 14, 2024 

Citrin Cooperman Picks Up Clearview Group in Maryland

This latest deal with Owings Mills, MD-based Clearview Group is top 20 firm Citrin Cooperman's eighth acquisition in 2024.

Jason Bramwell

Citrin Cooperman Adds Signature Analytics in California

Firm Management November 13, 2024 

Citrin Cooperman Adds Signature Analytics in California

Citrin Cooperman has expanded its presence in Southern California by acquiring an outsourced accounting and advisory firm.

Jason Bramwell

KSM Adds Valuation Firm ValueKnowledge in Illinois

Firm Management November 12, 2024 

KSM Adds Valuation Firm ValueKnowledge in Illinois

The Indianapolis-based top 60 firm said the deal with ValueKnowledge augments its growing business valuation practice.

Jason Bramwell

EY Acquires HR Tech Consulting Firm Jubilant

Firm Management November 12, 2024 

EY Acquires HR Tech Consulting Firm Jubilant

Jubilant focuses on implementing and supporting human capital management, payroll, and workforce management systems.

Jason Bramwell

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