Mergers and Acquisitions January 8, 2026
Doeren Mayhew Acquires Lancaster & Reed in Florida
The top 50 accounting firm announced Wednesday that it added Key Biscayne, FL-based CPA firm Lancaster & Reed as of Dec. 17, 2025.
January 14, 2014
Book Offers Advice on When to Buy, Sell or Merge an Accounting Practice
The merger wave among CPA firms is expected to continue its strong pace in 2014, particularly among small to midsized regional firms, according to the authors of a new American Institute of CPAs-published book on acquisition strategies.
January 13, 2014
Braver Accounting Firm Merges into Marcum LLP
Braver PC, a full-service regional accounting firm with offices in Needham, MA, and Providence, RI, has merged into Marcum LLP, a top national accounting and advisory firm, effective January 1. All three Braver divisions, including Accounting, Business Strategies and Valuation Services, joined Marcum.
January 8, 2014
Cincinnati-based Accounting Firm Grows Through Acquisition
Cincinnati-based accounting and consulting firm Flynn & Company, Inc. has acquired Shoemaker & Company, Inc., the companies have announced. Shoemaker is also based in Ohio. The acquisition was finalized on December 24, 2013.
January 7, 2014
Illinois Accounting Firms Merge
The Illinois accounting firms of Mowery & Schoenfeld and Wolowicki and Associates have merged, the firms have announced. The action was effective Jan. 2, 2014, resulting in a combined CPA firm operating as Mowery & Schoenfeld.
January 7, 2014
CBIZ Acquires Specialized Employee Benefits Broker Clearview National Partners, LLC
CBIZ, Inc. has announced the acquisition of substantially all the assets of Clearview National Partners, L.L.C., ("Clearview") of Waltham, Massachusetts, effective January 1, 2014.
January 2, 2014
St. Louis Accounting Firms to Merge, Will Become Largest Local Firm in Metro
Two St. Louis accounting firms, Scheffel & Company, PC and J.W. Boyle & Co., LTD, have announced that they will finalize a merger of the two practices effective January 1, 2014. The new firm will be named Scheffel Boyle. Both firms have a long established metro St. Louis presence and serve specialized practice areas.
December 30, 2013
Minnesota Accounting Firms Merge
Apple Valley Accounting & Tax, based in Apple Valley, Minnesota, has acquired Gilbertson CPA, which has a client base in New Prague and the Twin Cities area. The merged firm provides tax, accounting, payroll, business and consulting services to companies and individuals.
December 19, 2013
100 Year-Old Accounting Firm Finishes First Merger
As Dayton, Ohio, public accounting firm Battelle & Battelle celebrates its 100th anniversary in business, firm leaders have announced its first merger or acquisition in company history.
December 4, 2013
AssetMark Announces New Business Valuation Tool
New Business Assessment Tool lets advisors objectively benchmark their practices, identify areas for growth
November 21, 2013
Accounting Firms Complete Merger
The international accounting firm WeiserMazars LLP has completed a merger with The Resnick Druckman Group LLC, a full-service accounting, tax and consulting firm with offices in New York City and Long Island. Goldenberg Consulting Group, Inc. has advised on the transaction.
November 4, 2013
CBIZ Acquires Denver Accounting and Tax Firm
Firm's non-attest assets were aquired effective Nov. 1.
September 30, 2013
New York Accounting Firms Announce Merger
Two prominent CPA firms in Buffalo have reached an agreement to merge. The Bonadio Group and Gaines Kriner Elliott LLP (GKE) will finalize their new arrangement on November 1, and will operate under the Bonadio name.