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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
Two Texas CPA Firms to Join Forces Next Year

Firm Management November 28, 2023 

Two Texas CPA Firms to Join Forces Next Year

Houston-based firm abip CPAs & Advisors and San Antonio-based firm Brehm, Havel & Co. will merge effective Jan. 1, 2024.

Jason Bramwell

H&CO Acquires Orlando CPA Firm Grennan Fender

Firm Management November 27, 2023 

H&CO Acquires Orlando CPA Firm Grennan Fender

The top 200 accounting firm says adding Grennan Fender will strengthen the advisory services it provides to clients.

Jason Bramwell

Weaver to Add New York CPA Firm Buchbinder Tunick

Firm Management November 24, 2023 

Weaver to Add New York CPA Firm Buchbinder Tunick

Effective Jan. 1, 2024, the deal adds 125 audit, tax, and advisory professionals, including 16 partners, to the top 35 firm.

Jason Bramwell

Forvis and Mazars Team Up to Create New Global Network

Firm Management November 15, 2023 

Forvis and Mazars Team Up to Create New Global Network

The global network, which will operate under the brand Forvis Mazars, will launch on June 1, 2024, according to both firms.

Jason Bramwell

Aprio to Add Bay Area Firm Rubens Partners

Firm Management November 15, 2023 

Aprio to Add Bay Area Firm Rubens Partners

As part of the deal, 14 Rubens Partners team members, including partners Sharon Rubens and Linda Martins, will join the top 30 firm.

Jason Bramwell

EisnerAmper to Merge in New York City Firm Spielman Koenigsberg & Parker

Firm Management November 15, 2023 

EisnerAmper to Merge in New York City Firm Spielman Koenigsberg & Parker

The deal top 20 firm EisnerAmper has with accounting, tax, and consulting firm SKP is expected to close in early 2024.

Jason Bramwell

BeachFleischman Adds Fellow Arizona Firm Jeong Lizardi

Firm Management November 14, 2023 

BeachFleischman Adds Fellow Arizona Firm Jeong Lizardi

Jeong Lizardi joined the top 200 accounting firm on Nov. 1 and will continue to operate from its office in Nogales, AZ.

Jason Bramwell

Cohen & Co. to Move Into Buffalo After Acquiring CPA and Consulting Firms

Firm Management November 13, 2023 

Cohen & Co. to Move Into Buffalo After Acquiring CPA and Consulting Firms

The top 50 firm's deal to acquire Szymkowiak & Associates CPAs and its sister firm PEAR Consultants will close next month.

Jason Bramwell

HBK Merges in New York CPA Firm Zapken & Loeb

Firm Management November 10, 2023 

HBK Merges in New York CPA Firm Zapken & Loeb

The combination, which became official on Nov. 1, expands top 50 accounting firm HBK's presence in the Mid-Atlantic region.

Jason Bramwell

Sikich Goes Shopping in Cleveland, Acquires Thornhill Financial

Firm Management November 10, 2023 

Sikich Goes Shopping in Cleveland, Acquires Thornhill Financial

The deal, which was announced on Nov. 9, is expected to close at the end of this month, according to top 30 accounting firm Sikich.

Jason Bramwell

Eide Bailly Joins Forces with Phoenix CPA Firm Secore & Niedzialek

Firm Management November 9, 2023 

Eide Bailly Joins Forces with Phoenix CPA Firm Secore & Niedzialek

As part of the deal, co-founders Earl Secore and Ted Niedzialek and 10 staff from Secore & Niedzialek will join Eide Bailly.

Jason Bramwell

Herbein Acquires Pittsburgh CPA Firm Creese, Smith, Hune & Co.

Firm Management November 7, 2023 

Herbein Acquires Pittsburgh CPA Firm Creese, Smith, Hune & Co.

With three offices in the Pittsburgh area, top 200 firm Herbein said it will continue to pursue expanding its presence in the region.

Jason Bramwell

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