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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
Withum Joins Forces With Boutique CPA Firm BBD

Firm Management April 1, 2024 

Withum Joins Forces With Boutique CPA Firm BBD

What makes this partnership convenient for both firms is that they already share an office building in Philadelphia.

Jason Bramwell

EisnerAmper to Combine With Tidwell Group This Spring

Firm Management March 28, 2024 

EisnerAmper to Combine With Tidwell Group This Spring

The deal between top 20 firm EisnerAmper and top 200 firm Tidwell Group is expected to close in May.

Jason Bramwell

Wright Ford Young Wades Into Wealth Management With Help From RIA Firm

Firm Management March 27, 2024 

Wright Ford Young Wades Into Wealth Management With Help From RIA Firm

Irvine, CA-based CPA firm WFY and RIA firm Integrated Partners recently teamed up to launch WFY Wealth Management.

Jason Bramwell

JHM Merges in CPA Firm Harting, Bishop & Arrendale

Firm Management March 18, 2024 

JHM Merges in CPA Firm Harting, Bishop & Arrendale

The Chattanooga-based top 500 CPA firm is expanding its presence in eastern Tennessee by combining with HBA.

Jason Bramwell

Grant Thornton Is the Latest U.S. Firm to Get Into Bed With Private Equity

Firm Management March 15, 2024 

Grant Thornton Is the Latest U.S. Firm to Get Into Bed With Private Equity

The seventh-largest accounting firm in the U.S. said it will receive “a significant growth investment” from New Mountain Capital.

Jason Bramwell

Creating a Transition Strategy for Your Clients

Firm Management March 13, 2024 

Creating a Transition Strategy for Your Clients

Crafting an effective transition strategy isn’t just a procedural necessity but a strategic endeavor that can significantly impact firm growth, client satisfaction and service delivery.

Jon Hubbard

CBIZ Acquires Tech Solutions Company CompuData

Firm Management March 8, 2024 

CBIZ Acquires Tech Solutions Company CompuData

Philadelphia-based CompuData provides cloud computing, accounting ERP software, and other services to SMBs.

Jason Bramwell

Jackson Thornton Adds MST CPAs & Advisors

Firm Management March 6, 2024 

Jackson Thornton Adds MST CPAs & Advisors

The top 200 accounting firm acquired fellow Montgomery, AL-based firm MST CPAs & Advisors, effective March 1.

Jason Bramwell

HHM CPAs Teams Up With Bizzell, Neff & Galloway in Florida

Firm Management March 5, 2024 

HHM CPAs Teams Up With Bizzell, Neff & Galloway in Florida

The Chattanooga-based top 100 firm has expanded outside of Tennessee after merging in Bizzell, Neff & Galloway on March 1.

Jason Bramwell

Draffin Tucker Joins Forces With Baldwin & Associates

Firm Management February 28, 2024 

Draffin Tucker Joins Forces With Baldwin & Associates

The top 300 accounting firm based in Albany, GA, has expanded into South Carolina by merging in Baldwin & Associates.

Jason Bramwell

Mauldin & Jenkins Merges in CFO Navigator

Firm Management February 27, 2024 

Mauldin & Jenkins Merges in CFO Navigator

The merger of CFO Navigator will expand the Atlanta-based top 65 firm's capabilities within its CAAS practice.

Jason Bramwell

CohnReznick Earns Award for M&A Restructuring

Firm Management February 22, 2024 

CohnReznick Earns Award for M&A Restructuring

CohnReznick LLP, an advisory, assurance, and tax firm, has been recognized by The M&A Advisor with the Sec. 363 Sale of the Year Award ($10 MM – 50MM category) for its advisory work in the restructuring and sale of Winc, Inc., a wine club, wholesaler, and online retailer.

Isaac M. O'Bannon

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