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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 Top 200 CPA Firm Gettry Marcus

Firm Management November 3, 2023 

Citrin Cooperman Adds Top 200 CPA Firm Gettry Marcus

More than 130 professionals and 28 partners from Gettry Marcus joined Citrin Cooperman as part of the deal, which closed on Nov. 1.

Jason Bramwell

BDO USA Sells Wealth Management Practice to Choreo

Firm Management November 1, 2023 

BDO USA Sells Wealth Management Practice to Choreo

Choreo, a PE-backed investment advisory firm based in Chicago, is the former wealth management business of RSM US.

Jason Bramwell

Doeren Mayhew Acquires Small CPA Practice in Michigan

Firm Management November 1, 2023 

Doeren Mayhew Acquires Small CPA Practice in Michigan

The top 60 accounting firm acquired Michael Sorrentino’s practice of Farmington Hills-based Button Eddy & Sorrentino.

Jason Bramwell

MGO to Expand in Los Angeles by Merging in J. Arthur Greenfield

Firm Management October 31, 2023 

MGO to Expand in Los Angeles by Merging in J. Arthur Greenfield

J. Arthur Greenfield’s team of 20 staff and four partners are expected to join MGO’s Century City office at the end of the year.

Jason Bramwell

Dean Dorton Moves Into Florida After Acquiring Technology Consulting Firm

Firm Management October 25, 2023 

Dean Dorton Moves Into Florida After Acquiring Technology Consulting Firm

The top 100 accounting firm has its first location in the Sunshine State after acquiring SDN Computer Consultants.

Jason Bramwell

Whitley Penn Acquires Texas CPA Firm Fisher, Herbst & Kemble

Firm Management October 24, 2023 

Whitley Penn Acquires Texas CPA Firm Fisher, Herbst & Kemble

The team from San Antonio-based full-service accounting firm FHK will officially join top 40 firm Whitley Penn on Nov. 1.

Jason Bramwell

LBMC Adds Kentucky CPA Firm Strothman & Co.

Firm Management October 23, 2023 

LBMC Adds Kentucky CPA Firm Strothman & Co.

LBMC will add 60 professionals from Strothman & Co. as part of the transaction, which closes on Nov. 1.

Jason Bramwell

Merger 1  54aedeb6c2295

Mergers and Acquisitions October 19, 2023 

5 Reasons to Consider M&A—Even When Staffing Challenges Both Sides

Combining forces brings all kinds of virtues that have forceful and long-term impact, including staffing.

Cherry Bekaert Adds Chicago-Area CPA Firm PKF Mueller

Firm Management October 19, 2023 

Cherry Bekaert Adds Chicago-Area CPA Firm PKF Mueller

During its most recent fiscal year, PKF Mueller had revenue of $37.7 million, making it the 127th largest accounting firm in the U.S.

Jason Bramwell

 Modern Wealth Management Acquires Martin James Investment & Tax Management

Mergers and Acquisitions October 19, 2023 

Modern Wealth Management Acquires Martin James Investment & Tax Management

Through this acquisition, Modern Wealth now gains a highly capable tax strategy and preparation team, with the added benefit of financial planning and investment management expertise.

Isaac M. O'Bannon

Aprio to Merge in CPA Firm Antares Group

Mergers and Acquisitions October 13, 2023 

Aprio to Merge in CPA Firm Antares Group

Atlanta-based Aprio will gain 100-plus team members and partners from fellow Georgia firm Antares Group on Nov. 1.

Jason Bramwell

CohnReznick Acquires Division from Exiger

Mergers and Acquisitions October 11, 2023 

CohnReznick Acquires Division from Exiger

The staff and contracts are being absorbed into CohnReznick’s rapidly expanding government advisory practice.

Isaac M. O'Bannon

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