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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
Bonadio Group to Add Dallas Firm Howard LLP

Firm Management October 4, 2023 

Bonadio Group to Add Dallas Firm Howard LLP

The deal is expected to close on Nov. 1, when Bonadio Group will gain an additional 85 employees who work at Howard.

Jason Bramwell

Massachusetts CPA Firm Venning Set to Become Largest Minority Owned Firm in U.S.

Firm Management October 2, 2023 

Massachusetts CPA Firm Venning Set to Become Largest Minority Owned Firm in U.S.

The firm merged with Agawam, Massachusetts-based accounting firm, Corbin & Tapases on September 27. The staff and clients of Corbin will join under the new Venning brand.

Isaac M. O'Bannon

Sikich Acquires Technology Firm Four Leaf LLC

Accounting October 2, 2023 

Sikich Acquires Technology Firm Four Leaf LLC

Four Leaf leverages modern Software as a Service and Platform as a Service solutions to help government entities maximize scalability and extensibility for their mission critical systems.

Isaac M. O'Bannon

Armanino to Merge in Top 200 Firm Janover

Firm Management September 26, 2023 

Armanino to Merge in Top 200 Firm Janover

Once the transaction closes on Nov. 1, Janover’s 20-plus partners and more than 200 team members will join Armanino.

Jason Bramwell

Eide Bailly to Merge in California CPA Firm Raimondo Pettit

Firm Management September 21, 2023 

Eide Bailly to Merge in California CPA Firm Raimondo Pettit

The merger, which will bring six Raimondo Pettit partners and 55 staff into Eide Bailly, is expected to happen on Oct. 30.

Jason Bramwell

CLA Expands in New York Via Acquisition

Firm Management September 19, 2023 

CLA Expands in New York Via Acquisition

The top 10 accounting firm now has its second location in New York after acquiring Long Island-based Richards, Witt & Charles.

Jason Bramwell

Cherry Bekaert Picks Up Outsourced Accounting Firm

Firm Management September 13, 2023 

Cherry Bekaert Picks Up Outsourced Accounting Firm

The top 30 firm has gained 250 employees and three new offices with its acquisition of Cordia Partners and Cordia Resources.

Jason Bramwell

Avantax

Accounting September 11, 2023 

Avantax to be Acquired by Cetera Holdings

Following the closing, Avantax will become a standalone business unit within the Cetera family with 3,078 Avantax financial professionals.

Isaac M. O'Bannon

 Bennett Thrasher Continues Growth with Acquisition of Valuation Practice in Denver

Firm Management September 7, 2023 

Bennett Thrasher Continues Growth with Acquisition of Valuation Practice in Denver

Bennett Thrasher has acquired the tax reporting valuation practice from Intrinsic LLC, a Denver-based transaction advisory and valuation firm.

Isaac M. O'Bannon

M&A Firms Predict Increase in Deal Volume

Accounting August 31, 2023 

M&A Firms Predict Increase in Deal Volume

After the unparalleled burst of transactions in 2021 and early 2022, M&A activity slowed substantially as inflation and interest rates soared throughout 2022.

Isaac M. O'Bannon

Eide Bailly to Join Forces with West Coast CPA Firm Bessolo Haworth

Firm Management August 22, 2023 

Eide Bailly to Join Forces with West Coast CPA Firm Bessolo Haworth

Once finalized on Oct. 23, the merger will bring five Bessolo Haworth partners and 20 staff into Eide Bailly.

Jason Bramwell

Top 200 Firm Smith + Howard Merges with Tennessee’s Market Street Partners

Firm Management August 17, 2023 

Top 200 Firm Smith + Howard Merges with Tennessee’s Market Street Partners

Founded in 2016, Market Street Partners provides accounting and advisory services to businesses and individuals in the Chattanooga area.

Jason Bramwell

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