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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
PAAST Combines With Fellow Florida CPA Firm SKJ&T

Firm Management June 20, 2024 

PAAST Combines With Fellow Florida CPA Firm SKJ&T

SKJ&T now operates under the PAAST banner, and the combined firm will work out of their Coral Gables and Miami offices.

Jason Bramwell

RKL to Merge in Kauffman CPA Co.

Firm Management June 18, 2024 

RKL to Merge in Kauffman CPA Co.

The top 60 firm is merging fellow Lancaster, PA-based firm Kauffman CPA Co. into its RKL Virtual Management Solutions subsidiary.

Jason Bramwell

Clark Schaefer Hackett to Add CPA Firm Rolfes & Swisher

Firm Management June 18, 2024 

Clark Schaefer Hackett to Add CPA Firm Rolfes & Swisher

The top 70 accounting firm is set to acquire fellow Cincinnati firm Rolfes & Swisher in a deal that will become effective July 1.

Jason Bramwell

 How Firms Can be M&A Deal-Ready in 2024

Firm Management June 18, 2024 

How Firms Can be M&A Deal-Ready in 2024

If you are thinking of becoming either a buyer or a seller this year, there are critical steps to pursue that can improve your odds of success.

Dennis Duncan and Torchon Formed After Accounting Firms Merge

Firm Management June 17, 2024 

Dennis Duncan and Torchon Formed After Accounting Firms Merge

This new CPA firm in California is the result of a union between Torchon and Associates and Dennis Duncan and Covington.

Jason Bramwell

NDH Adds McGowan Guntermann in California

Firm Management June 5, 2024 

NDH Adds McGowan Guntermann in California

This is the third deal by Chicago-based NDH Advisors, which was acquired last year by private-equity firm Unity Partners.

Jason Bramwell

Doeren Mayhew Adds Nearman, Maynard, Vallez CPAs in Miami

Firm Management June 4, 2024 

Doeren Mayhew Adds Nearman, Maynard, Vallez CPAs in Miami

The deal positions Doeren Mayhew to be the leading credit union auditing firm in the country, the top 60 accounting firm said June 3.

Jason Bramwell

Grant Thornton Closes Deal With Private Equity Firm New Mountain Capital

Firm Management June 3, 2024 

Grant Thornton Closes Deal With Private Equity Firm New Mountain Capital

Grant Thornton completed the sale of a significant stake in the firm to a group led by New York-based New Mountain Capital on May 31.

Jason Bramwell

Forvis and Mazars Officially Unite to Form New Global Network

Firm Management June 3, 2024 

Forvis and Mazars Officially Unite to Form New Global Network

The network is comprised of Forvis Mazars LLP in the U.S., led by Tom Watson, and Forvis Mazars Group SC overseas, led by Hervé Hélias.

Jason Bramwell

Marcum’s Technology Division Acquires IT Enhanced Managed Services Group From CliftonLarsonAllen

Firm Management June 3, 2024 

Marcum’s Technology Division Acquires IT Enhanced Managed Services Group From CliftonLarsonAllen

The deal expands Marcum Technology's Managed IT Services group and adds expertise to its healthcare and banking teams.

Jason Bramwell

Rea & Associates Merges in Koontz & Parkin in Florida

Firm Management June 3, 2024 

Rea & Associates Merges in Koontz & Parkin in Florida

The deal enables top 100 accounting firm Rea to expand beyond Ohio, particularly in the construction and real estate industries.

Jason Bramwell

Smith + Howard Adds VIP Search and VIP Solutions Groups

Firm Management May 31, 2024 

Smith + Howard Adds VIP Search and VIP Solutions Groups

The acquisition will expand the top 200 firm's offerings to include office of the CEO search and staffing, as well as interim management.

Jason Bramwell

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