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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
BKR International Expands Middle East Footprint with New Member in Jordan

Accounting November 12, 2024 

BKR International Expands Middle East Footprint with New Member in Jordan

Based in Amman, Jordan, Abbasi, Shahin & Odeh brings valuable expertise and a strong commitment to financial excellence and client success.

Isaac M. O'Bannon

Schellman Expands Sustainability Reporting Services with Acquisition of Sustas LLC, ISO 14001 Accreditation

Mergers and Acquisitions November 12, 2024 

Schellman Expands Sustainability Reporting Services with Acquisition of Sustas LLC, ISO 14001 Accreditation

As part of the transaction, Sustas’s clients and personnel will join Schellman, further strengthening the firm’s ability to deliver tailored, industry-leading sustainability compliance, consulting, and assurance solutions.

Isaac M. O'Bannon

Investing Now in Tomorrow: Why CPA Firms Should Prioritize Succession Planning

Firm Management November 11, 2024 

Investing Now in Tomorrow: Why CPA Firms Should Prioritize Succession Planning

Succession planning is a crucial element in the strategic management of any organization, and CPA firms are no exception. As a business built on expertise, relationships and trust, your firm can face unique challenges when it comes to transitioning leadership.

Steve Saah

KNAV Merges in HLG Netherlands

Firm Management November 8, 2024 

KNAV Merges in HLG Netherlands

The combination of the two Allinial Global member firms comes at a time when Atlanta-based KNAV is boosting its global presence.

Jason Bramwell

ZBS Group Acquires Saul Rosenberg CPA in New York

Firm Management November 8, 2024 

ZBS Group Acquires Saul Rosenberg CPA in New York

The deal will enhance Plainview, NY-based ZBS's portfolio and expands its service offerings to a broader base of clients.

Jason Bramwell

Investing Now in Tomorrow: Why CPA Firms Should Prioritize Succession Planning

Firm Management November 7, 2024 

Investing Now in Tomorrow: Why CPA Firms Should Prioritize Succession Planning

Make sure that your firm’s leadership team is fully committed to the succession planning process. This includes allocating the necessary resources and prioritizing succession planning as a strategic initiative.

Steve Saah

Aldrich Acquires HMA CPA in Washington

Firm Management November 6, 2024 

Aldrich Acquires HMA CPA in Washington

The top 70 accounting firm is venturing into the Spokane and Coeur d’Alene area in the Inland Northwest after adding HMA CPA.

Jason Bramwell

LGA Joins Forces With Comolli & Co. in New Hampshire

Firm Management November 6, 2024 

LGA Joins Forces With Comolli & Co. in New Hampshire

The move accelerates the top 200 firm's growth in New Hampshire and expands its ability to offer enhanced services to clients.

Jason Bramwell

GHJ Joins Forces With Fellow L.A. Firm GGF

Firm Management November 5, 2024 

GHJ Joins Forces With Fellow L.A. Firm GGF

GHJ, a top 100 accounting firm, has merged in GGF, a firm that offers a full suite of services, including audit, tax, and advisory.

Jason Bramwell

KSM Adds Shanholt Glassman Klein Kramer in New York

Firm Management November 5, 2024 

KSM Adds Shanholt Glassman Klein Kramer in New York

KSM has expanded its presence in New York after acquiring SGKK, a New York City-based CPA firm with a focus on the real estate industry.

Jason Bramwell

LGA Merges in Abbott & Co.

Firm Management November 5, 2024 

LGA Merges in Abbott & Co.

The top 200 firm has combined with fellow Massachusetts accounting firm Abbott & Co., led by Mellinda Abbott.

Jason Bramwell

CBIZ Completes Marcum Acquisition

Firm Management November 4, 2024 

CBIZ Completes Marcum Acquisition

The 2.3-billion-dollar megadeal between the two top 15 accounting firms, which was announced in July, became official on Nov. 1.

Jason Bramwell

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