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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
Sax Adds Scheidel, Sullivan & Lanni CPA and Sierra Financial Advisors

Mergers and Acquisitions January 7, 2026 

Sax Adds Scheidel, Sullivan & Lanni CPA and Sierra Financial Advisors

The top 75 accounting firm said Jan. 7 it has acquired Scheidel, Sullivan & Lanni CPA, while its subsidiary, Sax Wealth Advisors, acquired Sierra Financial Advisors, SSL's wealth management arm, effective Jan. 4.

Jason Bramwell

Mauldin & Jenkins Merges in The Prinzo Group in Georgia

Mergers and Acquisitions January 7, 2026 

Mauldin & Jenkins Merges in The Prinzo Group in Georgia

The top 60 firm is expanding its Governmental Advisory practice through a merger with The Prinzo Group, a government-focused technology firm that specializes in system modernization, procurement, and policy implementation.

Jason Bramwell

SSC CPAs + Advisors Combines with Harrison Henderson in Oklahoma

Mergers and Acquisitions January 7, 2026 

SSC CPAs + Advisors Combines with Harrison Henderson in Oklahoma

Topeka, KS-based SSC CPAs + Advisors, an INSIDE Public Accounting top 400 firm by revenue, has merged with Harrison Henderson, a public accounting firm with offices in Oklahoma.

Jason Bramwell

Symphona Acquires Southeastern Accounting Firm Schell & Hogan

Mergers and Acquisitions January 6, 2026 

Symphona Acquires Southeastern Accounting Firm Schell & Hogan

Clients of both organizations will benefit from enhanced resources, broader service offerings, and a unified team dedicated to creating value in every relationship.

Isaac M. O'Bannon

Stephano Slack Combines with CL Rotz and Associates in Pennsylvania

Mergers and Acquisitions January 6, 2026 

Stephano Slack Combines with CL Rotz and Associates in Pennsylvania

The Wayne, PA-based accounting firm closed out 2025 by announcing it has merged in CL Rotz and Associates, an accounting firm based in Oreland, PA, effective Dec. 15.

Jason Bramwell

Capstone Adds North Star Tax & Accounting in Washington

Mergers and Acquisitions January 6, 2026 

Capstone Adds North Star Tax & Accounting in Washington

Bend, OR-based Capstone Accounting and Tax said Dec. 29 it has added North Star Tax & Accounting, further expanding its presence in Washington state with locations in Snohomish and Lynden.

Jason Bramwell

Armanino Adds New York-Based Sales Tax Defense

Mergers and Acquisitions January 6, 2026 

Armanino Adds New York-Based Sales Tax Defense

Deer Park, NY-based Sales Tax Defense, a firm specializing exclusively in sales and use tax matters, has joined Armanino, the top 20 accounting firm said on Jan. 6.

Jason Bramwell

Ascend Acquires Texas Accounting Firm Gollob Morgan Peddy

Firm Management January 6, 2026 

Ascend Acquires Texas Accounting Firm Gollob Morgan Peddy

The Tyler, TX, firm is the latest addition to Ascend’s Southwest footprint, adding nine partners and 100 staff to the Ascend team.

Wolf & Company Expands Bank and Credit Union Advisory Capabilities With Acquisition of Kafafian

Mergers and Acquisitions January 5, 2026 

Wolf & Company Expands Bank and Credit Union Advisory Capabilities With Acquisition of Kafafian

The Kafafian Group has provided consulting services for over 500 financial institutions in 40+ states with asset sizes up to $100 billion.

Isaac M. O'Bannon

PKF O’Connor Davies Merges in Bowman & Co. in New Jersey

Mergers and Acquisitions January 5, 2026 

PKF O’Connor Davies Merges in Bowman & Co. in New Jersey

The top 30 accounting firm has expanded its presence in the greater Philadelphia metro area after merging with Bowman & Co., a CPA firm with three offices in southern New Jersey, effective Jan. 1.

Jason Bramwell

UHY Combines with Manley Garvin in South Carolina

Mergers and Acquisitions January 5, 2026 

UHY Combines with Manley Garvin in South Carolina

The top 30 accounting firm now has its first office in South Carolina after announcing a deal Monday to merge with Manley Garvin, a Greenwood-based firm that provides tax, accounting, and assurance services.

Jason Bramwell

CohnReznick Adds Smith Schafer in Minnesota

Mergers and Acquisitions January 5, 2026 

CohnReznick Adds Smith Schafer in Minnesota

The top 15 accounting firm has made its first M&A deal of 2026, acquiring Minneapolis-based Smith Schafer & Associates, in a move that marks the top 15 accounting firm's entry into Minnesota.

Jason Bramwell

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