Firm Management September 9, 2026
Financial Engineer or Operator? How to Choose the Right Buyer
Almost half of the top 30 U.S. CPA firms had some form of private-equity investment or alternative practice structure.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.