Mergers and Acquisitions

May 9, 2014 

Intuit has entered into an agreement to acquire Lettuce, a start-up focused on helping product-based small businesses succeed by providing easy to use cloud-based solutions, including a robust inventory and order management system.

Scott Cytron

May 6, 2014 

The Florida-based, regional accounting firm Carr, Riggs and Ingram LLC (CRI) has acquired Tampa-based Auditwerx, a CPA firm specializing in performing auditor assurance engagements to meet regulatory or customer compliance needs for service companies. The branch will remain in Tampa.

February 27, 2014 

Every product line (or service, or industry) begins at introduction, when a handful of early adopters begin to use it. This stage requires a lot of investment with little profitability. If the product survives this stage – and most do not – sales and profits begin to pick up as the product grows in popularity…

Dave McClure

February 3, 2014 

Accounting and business process outsourcing firm CBIZ has announced that it acquired the non-attest business of Tampa, Florida-based Lewis, Birch & Ricardo, L.L.C., effective February 1, 2014. The firm's attest business is being acquired by Mayer Hoffman McCann P.C. CBIZ Inc. and Mayer Hoffman McCann P.C. said they will operate using an alternative practice structure.

January 30, 2014 

Porte Brown LLC, www.PorteBrown.com, a Chicagoland accounting firm, is pleased to announce the acquisition of LHW & Associates based in Crystal Lake, Illinois. LHW offers specialized services for clients in industries such as mortgage banking, construction, manufacturing, real estate, medical, professional services and various consumer markets.

January 24, 2014 

Business management firm Kaufman + Bernstein, Inc. has merged with RBZ, LLP, one of the largest Los Angeles-based accounting and business management firms, adding 19 new members to RBZ’s business management practice.

January 21, 2014 

The leaders of Ashland, Kentucky's two largest CPA firms have announced they will join forces this summer.

January 14, 2014 

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 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 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 

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, 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.