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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
Citrin Cooperman Adds NYC Business Software Consulting Firm

Firm Management January 18, 2024 

Citrin Cooperman Adds NYC Business Software Consulting Firm

The addition of Mibar broadens Citrin Cooperman's advisory service offerings and enhances the firm's position in the market.

Jason Bramwell

RS&F Acquires Mister, Burton & Associates in Maryland

Firm Management January 17, 2024 

RS&F Acquires Mister, Burton & Associates in Maryland

As part of the acquisition, MBA's employees, including six partners and directors, joined Rosen, Sapperstein and Friedlander Jan. 1.

Jason Bramwell

BMSS Brings on CPA Firm Haddox Reid Eubank Betts

Firm Management January 17, 2024 

BMSS Brings on CPA Firm Haddox Reid Eubank Betts

Consolidated under the BMSS name, the combined firm has 32 partners and 125 CPAs for approximately 325 total employees.

Jason Bramwell

Marcum Merges in Federman, Lally & Remis in Connecticut

Firm Management January 16, 2024 

Marcum Merges in Federman, Lally & Remis in Connecticut

The deal bolsters Marcum's team in New England's automotive and food and beverage sectors, adding five partners and 12 associates.

Jason Bramwell

Prager Metis Merges in Goldsmith Molis & Gray

Firm Management January 11, 2024 

Prager Metis Merges in Goldsmith Molis & Gray

The top 60 accounting firm has expanded its presence in North Carolina by combining with Asheville-based GM&G.

Jason Bramwell

Baratz & Associates Acquires Fellow New Jersey CPA Firm

Firm Management January 11, 2024 

Baratz & Associates Acquires Fellow New Jersey CPA Firm

The top 400 firm, based in Marlton, NJ, went shopping in nearby Cherry Hill and bought Renzi Bernardi Suarez & Co.

Jason Bramwell

PKF O’Connor Davies Picks Up Robert Philipson & Co.

Firm Management January 10, 2024 

PKF O’Connor Davies Picks Up Robert Philipson & Co.

The Maryland-based firm, acquired by PKF O’Connor Davies on Jan. 1, specializes in servicing high-net-worth and other private clients.

Jason Bramwell

Citrin Cooperman Adds Coleman Huntoon & Brown

Firm Management January 9, 2024 

Citrin Cooperman Adds Coleman Huntoon & Brown

The Chapel Hill, NC-based CPA firm joins Citrin Cooperman with more than 20 employees and over $7 million in revenue.

Jason Bramwell

UHY Combines with Paresky Flitt in Massachusetts

Firm Management January 8, 2024 

UHY Combines with Paresky Flitt in Massachusetts

The top 30 firm has entered the Massachusetts market and expanded its presence in the Northeast as a result of the merger.

Jason Bramwell

Saltmarsh Merges in Ruggiero, Martinez & Norton

Firm Management January 8, 2024 

Saltmarsh Merges in Ruggiero, Martinez & Norton

Partner Lou Martinez and the entire team of 13 RM&N professionals joined Pensacola, FL-based top 200 firm Saltmarsh on Jan. 1.

Jason Bramwell

Stephano Slack and Morgenstern Waxman Ellershaw Combine

Firm Management January 4, 2024 

Stephano Slack and Morgenstern Waxman Ellershaw Combine

The merger puts top 400 firm Stephano Slack into New Jersey, adding to its existing offices in Wayne, PA, and Wilmington, DE.

Jason Bramwell

ATA CPAs + Advisors Merges in Memphis Firm Whitehorn Tankersley & Davis

Firm Management January 3, 2024 

ATA CPAs + Advisors Merges in Memphis Firm Whitehorn Tankersley & Davis

The merger with WTD, which became official on Jan. 1, adds 18 professionals to top 200 firm ATA CPAs + Advisors.

Jason Bramwell

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