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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
Succession Planning: A Critical Step for Small Business Stability and Growth

Small Business January 16, 2026 

Succession Planning: A Critical Step for Small Business Stability and Growth

Succession planning isn’t a someday task, it’s a today imperative for protecting wealth, people and the future of your clients’ businesses.

Doeren Mayhew Merges with Gerald Stinnett CPA in Georgia

Mergers and Acquisitions January 15, 2026 

Doeren Mayhew Merges with Gerald Stinnett CPA in Georgia

The top 50 accounting firm has expanded its presence in the metro Atlanta area by acquiring Gerald Stinnett CPA, an accounting practice based in Suwanee, GA, effective Dec. 1, 2025.

Jason Bramwell

Ryan LLC Takes Minority PE Investment from Neuberger Berman Capital Solutions 

Firm Management January 14, 2026 

Ryan LLC Takes Minority PE Investment from Neuberger Berman Capital Solutions 

Ryan will continue to be led by its founder, Chairman, and Chief Executive Officer, G. Brint Ryan, along with its existing leadership team who will continue to manage all operating activities. 

Isaac M. O'Bannon

Platform Accounting Group Increases Maryland Presence 

Mergers and Acquisitions January 13, 2026 

Platform Accounting Group Increases Maryland Presence 

The firm provides comprehensive tax and accounting services and helps small businesses and individuals navigate complex financial landscapes with unique and tailored solutions.

Isaac M. O'Bannon

Cherry Bekaert Acquires Washington, DC-Based Firm Tarsus

Mergers and Acquisitions January 13, 2026 

Cherry Bekaert Acquires Washington, DC-Based Firm Tarsus

Tarsus is recognized for its deep experience in outsourced accounting solutions, particularly within technology, government contracting, staffing, private equity and professional services.

Isaac M. O'Bannon

Springline Advisory Partners with Christy Paddock Advisors

Mergers and Acquisitions January 13, 2026 

Springline Advisory Partners with Christy Paddock Advisors

Springline Advisory, a financial and business advisory firm, has partnered with Christy Paddock Advisors LLC, an Indianapolis-based firm providing fractional CFO and financial advisory services.

Isaac M. O'Bannon

PKF O’Connor Davies Adds Topping Kessler in Florida

Mergers and Acquisitions January 13, 2026 

PKF O’Connor Davies Adds Topping Kessler in Florida

The top 30 accounting firm said Tuesday it has acquired Hollywood, FL-based CPA firm Topping Kessler & Co., expanding its presence in the state.

Jason Bramwell

Smith + Howard Acquires Bauknight Pietras & Stormer in South Carolina

Mergers and Acquisitions January 13, 2026 

Smith + Howard Acquires Bauknight Pietras & Stormer in South Carolina

The Atlanta-based top 100 firm has made its first M&A deal of 2026, acquiring Bauknight Pietras & Stormer, an INSIDE Public Accounting top 300 firm based in Columbia, SC.

Jason Bramwell

Doeren Mayhew Acquires Lancaster & Reed in Florida

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.

Jason Bramwell

HoganTaylor Merges in Hawthorn, Waymouth & Carroll in Louisiana

Mergers and Acquisitions January 8, 2026 

HoganTaylor Merges in Hawthorn, Waymouth & Carroll in Louisiana

The top 100 accounting firm has expanded its footprint in Louisiana through a merger with Hawthorn, Waymouth & Carroll, a CPA firm based in Baton Rouge that provides audit, tax, and accounting services, effective Jan. 1.

Jason Bramwell

FustCharles Adds Stephen J. Flood CPA PLLC in New York

Mergers and Acquisitions January 8, 2026 

FustCharles Adds Stephen J. Flood CPA PLLC in New York

Syracuse, NY-based FustCharles, an INSIDE Public Accounting top 400 firm, has completed an M&A deal with Stephen J. Flood CPA PLLC, an accounting practice based in Latham, NY, effective Jan. 1.

Jason Bramwell

Aprio Merges in Two Oregon-Based CPA Firms

Mergers and Acquisitions January 7, 2026 

Aprio Merges in Two Oregon-Based CPA Firms

The top 25 firm has kicked off the new year by making its foray into the Pacific Northwest, announcing Jan. 7 that it has merged with two CPA firms in the greater Portland area: Delap LLP and Hoffman, Stewart & Schmidt PC.

Jason Bramwell

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