Firm Management August 16, 2026
Four Questions Every Retiring Partner Should Ask Before Signing a Deal
The through-line across all these questions is the same: Does the deal protect what made your firm valuable in the first place?
Firm Management June 1, 2026
Cherry Bekaert Acquires Calvetti Ferguson, Expanding Texas and Nashville Presence
The acquisition significantly expands Cherry Bekaert's presence in Texas and strengthens its Nashville market, reinforcing continued investment across both regions.
Financial Reporting April 15, 2026
Lettuce Financial Acquires Carry’s Retirement and Investing Platform
The acquisition brings over $225 million in assets on platform and thousands of members to Lettuce, along with Carry's established compliance infrastructure.
Mergers and Acquisitions April 1, 2026
Aprio Acquires CAVU Advisors
Aprio has announced the acquisition of CAVU Advisors, combining the reach of a top-20 business advisory and accounting firm with CAVU's deep-rooted experience in government contracting.
Mergers and Acquisitions March 5, 2026
Carr, Riggs & Ingram Acquires CFO Hub
CRI's portfolio companies work together to provide clients with holistic guidance across both business and personal financial needs.
Firm Management February 25, 2026
Sorren Acquisition of Connected Gives Firm Coast-to-Coast Footprint
Sorren was formed in 2025 through the combination of leading regional firms and private equity backing, with a mission to build a forward-thinking, nationally connected firm
Mergers and Acquisitions February 25, 2026
UHY Acquires St. Louis Firm Larson Tax Partners
UHY currently ranks among the top 25 accounting firms in the U.S. and continues to be recognized for helping clients achieve their most pressing accounting and advisory goals across industries.
Firm Management February 17, 2026
UHY Expands Presence in Upstate New York with Addition of CMJ LLP
In addition to CMJ joining, UHY also recently welcomed Alex W. Cruden III and Craig A. Cruden of Cruden & Company, CPAs PLLC to join their Albany, NY office along with their team.
Mergers and Acquisitions January 26, 2026
AAFCPAs Deepens Forensic Advisory and Tax Solutions with Acquisition of McLaren & Associates CPAs
The move will enable the firm to expand delivery of its forensic accounting, litigation support, business valuation, and tax advisory solutions.
State and Local Taxes January 21, 2026
Aprio Acquires SALT Team of Denver-Based TaxOps
This expansion supercharges Aprio’s SALT practice, giving clients access to a larger, nationally coordinated team ready to tackle multistate tax and advisory challenges across more jurisdictions
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.
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.