Firm Management October 11, 2022
Moss Adams Acquires Dallas CPA Firm
Under the asset purchase agreement, the Kurtz & Company team will officially join Moss Adams on Dec. 1.
Firm Management September 29, 2022
Baker Tilly Acquires True Partners Consulting
TPC deepens Baker Tilly’s tax presence in major markets across the U.S., including Chicago, Boston, Dallas, New York Metro, Silicon Valley and Los Angeles.
Firm Management September 13, 2022
M&A – A Smart Business Model for Smart CPA Firms
M&A can be incredibly advantageous to firms looking to heighten profitability and create longevity and sustainability for their practices, their team members, and their clients.
Advisory September 6, 2022
The Billion Dollar Firm: Marcum and Friedman Complete Merger
Marcum’s U.S. footprint expands to 38 offices in major business centers across the country and a total of 46 offices globally.
Firm Management August 1, 2022
Citrin Cooperman Acquires New Jersey Top 150 Firm, Untracht Early
Untracht Early also brings a significant individual tax practice focused on serving high and ultra-high net worth clients and their closely held businesses.
November 9, 2021
How to Create a Press Kit if Your Firm Acquires or Merges into Another
You’re about to make a big change to your firm by either acquiring another firm or by being acquired. Here is a press kit primer to help you organize the announcements needed for clients, vendors, financial institutions, and other interested parties.
September 16, 2021
Iris Software Acquires Conarc
The move marks the next stage in IRIS’ mission to rapidly expand its foothold in North America, following the recent acquisition of Doc.It in July 2021. IRIS continues to expand its practice management and productivity solutions as CPA firms across ...
April 29, 2021
CBIZ Acquires Berntson Porter
CBIZ has acquired the non-attest assets of Berntson Porter & Company PLLC of Bellevue, Washington.
March 29, 2021
NightDragon and Armanino Partner to Accelerate Path to Public Markets
Armanino LLP, one of the 25 largest accounting and business consulting firms in the U.S., is teaming with NightDragon, a dedicated cyber, security, safety and privacy (CSSP) platform that helps scale companies from incubation to IPO, to launch a ...
March 11, 2021
AbacusNext Acquired by Thomas H. Lee Partners
AbacusNext will continue to be led by its Chief Executive Officer, Scott Johnson, and the other members of the company’s senior management team.
March 10, 2021
Diligent to Become Largest Global GRC SaaS Company through Galvanize Acquisition
With the acquisition of Galvanize, Diligent will become the largest SaaS GRC provider. The combined solution with enrichment from Steele will enable an integrated GRC picture – from Audit, Risk, Information Security, Ethics and Compliance across the ...
March 9, 2021
BKS Acquires Indianapolis Firm Hamernik
The national accounting firm BKD CPAs & Advisors has acquired Hamernik LLC, an Indianapolis-based consulting firm specializing in restructuring and business advisory services, effective March 1, 2021.