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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
Nichols Cauley Makes Deals to Launch Financial Services Platform

Mergers and Acquisitions January 5, 2026 

Nichols Cauley Makes Deals to Launch Financial Services Platform

The top 200 accounting firm started the new year by announcing it has launched a new financial services platform geared toward privately held SMBs, self-made entrepreneurs, and family-owned companies that will be led by former Baker Tilly CEO Alan Whitman.

Jason Bramwell

Toombs, Hall & Foster Joins Whitley Penn

Firm Management January 2, 2026 

Toombs, Hall & Foster Joins Whitley Penn

Toombs, Hall & Foster works with diverse businesses, professions, groups and individuals, with a concentration in the areas of real estate, construction, oil and gas, professional services, retail, wholesale, manufacturing, and nonprofit organizations.

Isaac M. O'Bannon

Accounting Firm Ascend Acquires Sweeney Conrad in Seattle, Expands West Coast Presense

Firm Management December 30, 2025 

Accounting Firm Ascend Acquires Sweeney Conrad in Seattle, Expands West Coast Presense

Sweeney Conrad will adopt an alternative practice structure separating non-attest and attest services. Tax and business advisory services will be provided by Sweeney Conrad Advisors LLC.

Isaac M. O'Bannon

BlackLine Acquires WiseLayer to Enhance its AI Capabilities 

Mergers and Acquisitions December 15, 2025 

BlackLine Acquires WiseLayer to Enhance its AI Capabilities 

This acquisition takes BlackLine’s industry-leading automation to the next level, empowering customers to transform their most complex and time-consuming manual accounting work into intelligent, automated workflows.

Baker Tilly Set to Acquire Top 100 Firm Berkowitz Pollack Brant

Mergers and Acquisitions December 15, 2025 

Baker Tilly Set to Acquire Top 100 Firm Berkowitz Pollack Brant

The Chicago-based top 10 firm said Dec. 15 it plans to acquire Berkowitz Pollack Brant Advisors + CPAs, an accounting and advisory firm based in Miami, establishing its presence in South Florida.

Jason Bramwell

Doeren Mayhew Acquires TBK CPA in Houston

Mergers and Acquisitions December 15, 2025 

Doeren Mayhew Acquires TBK CPA in Houston

The top 50 accounting firm has expanded its presence in Houston after acquiring TBK CPA, effective Nov. 17, adding 35 professionals, with four individuals assuming leadership roles.

Jason Bramwell

Brown Plus Adds Ross Buehler Falk & Co. in Pennsylvania

Mergers and Acquisitions December 15, 2025 

Brown Plus Adds Ross Buehler Falk & Co. in Pennsylvania

Brown Plus, a top 300 accounting firm in the U.S. by revenue, said on Friday it will be acquiring Ross Buehler Falk & Co., a Lancaster, PA-based CPA and consulting firm, effective Jan. 1, 2026.

Jason Bramwell

Capstone Adds Mark Rule & Co. in Montana

Mergers and Acquisitions December 15, 2025 

Capstone Adds Mark Rule & Co. in Montana

Bend, OR-based firm Capstone Accounting and Tax said Dec. 10 that it has brought on Mark Rule & Co., a full-service tax and accounting firm in Butte, MT, that specializes in tax preparation for individuals and business.

Jason Bramwell

Springline Advisory Acquires Actuarial Resources Corp. in Kansas

Mergers and Acquisitions December 15, 2025 

Springline Advisory Acquires Actuarial Resources Corp. in Kansas

The Dallas-based business advisory platform, which provides accounting and advisory services to businesses in the middle market, has acquired Actuarial Resources., an actuarial software and consulting firm in Overland Park, KS.

Jason Bramwell

Prosperity Partners Adds Farkouh, Furman & Faccio in New York

Mergers and Acquisitions December 9, 2025 

Prosperity Partners Adds Farkouh, Furman & Faccio in New York

The private equity-backed tax and accounting firm said Dec. 9 it has acquired New York City-based FF&F a provider of tax, attest, accounting, and business consulting services.

Jason Bramwell

CRI Adds DK Partners in Texas

Mergers and Acquisitions December 5, 2025 

CRI Adds DK Partners in Texas

Austin, TX-based accounting and advisory firm DK Partners has joined Carr, Riggs & Ingram in a deal that grows the top 25 firm's presence in the Lone Star State.

Jason Bramwell

Stephano Slack Merges with Boyer & Boyer CPA and Kimmel, Lorah & Associates

Mergers and Acquisitions December 5, 2025 

Stephano Slack Merges with Boyer & Boyer CPA and Kimmel, Lorah & Associates

The Wayne, PA-based accounting firm completed two merger deals within the past month—one with Wilmington, DE-based firm Boyer & Boyer CPA and most recently with CPA firm Kimmel, Lorah & Associates (KLA) in Audubon, PA.

Jason Bramwell

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