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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
Sax Snaps Up CoMetrics Partners in New York City

Mergers and Acquisitions March 27, 2026 

Sax Snaps Up CoMetrics Partners in New York City

The top 75 accounting firm has acquired CoMetrics, a New York City-based specialized management consulting and technology firm serving consumer product companies, lenders, and investors.

Jason Bramwell

Springline Advisory Brings Aboard Cg Advisory in New Jersey

Mergers and Acquisitions March 24, 2026 

Springline Advisory Brings Aboard Cg Advisory in New Jersey

Dallas-based financial and business advisory firm Springline Advisory, which provides accounting and advisory services to the middle market, has added Tinton Falls, NJ-based advisory firm Cg Advisory to its platform.

Jason Bramwell

REDW Adds Soaring Bird Solutions in Nevada

Mergers and Acquisitions March 20, 2026 

REDW Adds Soaring Bird Solutions in Nevada

The top 100 accounting firm has acquired Soaring Bird Solutions, a woman-owned, Native American human resources consulting agency that specializes in full support HR services, HR process outsourcing, training, and development.

Jason Bramwell

EisnerAmper Joins Forces with Price, Reuben, and Associates in California

Mergers and Acquisitions March 19, 2026 

EisnerAmper Joins Forces with Price, Reuben, and Associates in California

The top 15 firm said it has added Price, Reuben, and Associates, an advisory firm based in Calabasas, CA, that is known for its tax and outsourced accounting services for independent restaurants.

Jason Bramwell

Platform Accounting Group Expands into Florida

Firm Management March 17, 2026 

Platform Accounting Group Expands into Florida

Platform Accounting Group has more than doubled in size every year over the last seven years, has nearly 1,000 employees across nearly 15 states.

Isaac M. O'Bannon

Doeren Mayhew Acquires Berman Hopkins in Florida

Mergers and Acquisitions March 12, 2026 

Doeren Mayhew Acquires Berman Hopkins in Florida

The top 50 accounting firm has made its third M&A deal in 2026 acquiring Berman Hopkins, an INSIDE Public Accounting top 300 firm with offices in Orlando and Melbourne, FL.

Jason Bramwell

Beyond the Exit Plan: Designing Succession Around Vision and Continuity

Firm Management March 11, 2026 

Beyond the Exit Plan: Designing Succession Around Vision and Continuity

Intentional succession starts with the lived, operational vision that shows up in how you lead, invest, promote, and make tradeoffs.

Jim Boomer

Over 1,000 Accounting Firms Globally Have Been Involved in Private Equity Investment in the Past Decade, IFAC Says

Firm Management March 6, 2026 

Over 1,000 Accounting Firms Globally Have Been Involved in Private Equity Investment in the Past Decade, IFAC Says

Over the last five years, an increasing number of direct private equity investments in accounting firms has led to a dramatically higher number of indirect or subsequent “roll-up” transactions, the International Federation of Accountants says.

Jason Bramwell

Carr, Riggs & Ingram Acquires CFO Hub

Mergers and Acquisitions March 5, 2026 

Carr, Riggs & Ingram Acquires CFO Hub

CRI's portfolio companies work together to provide clients with holistic guidance across both business and personal financial needs.

Isaac M. O'Bannon

Ryan Acquires Hucke and Associates in NYC

Mergers and Acquisitions March 5, 2026 

Ryan Acquires Hucke and Associates in NYC

Dallas-based tax services and software firm Ryan said Thursday it has acquired Hucke and Associates, a property tax consulting firm based in New York City. 

Jason Bramwell

Forvis Mazars Acquires Healthcare Consultancy The Innova Group

Mergers and Acquisitions March 2, 2026 

Forvis Mazars Acquires Healthcare Consultancy The Innova Group

The top 10 accounting firm is expanding its presence in the healthcare consulting market with the addition of The Innova Group, effective March 1.

Jason Bramwell

Armanino Adds Georgia-Based Accounting Firm MSTiller

Mergers and Acquisitions March 2, 2026 

Armanino Adds Georgia-Based Accounting Firm MSTiller

MSTiller, an accounting firm with three offices in Georgia and one in New York state, has joined Armanino, expanding the top 20 firm's presence in the Southeast.

Jason Bramwell

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