Financial Planning

The dome of the U.S. Capitol Building in Washington, D.C., is reflected upside down in a puddle outside of the structure

Both Regional Leader Saltmarsh, Cleaveland & Gund and Glenn Burdette joined the private equity-backed accounting firm, effective June 1.

Accounting firms need to ensure that their unique goals are met when making a private equity deal.

Why some accounting firms are determined to remain "fiercely independent," and how they're doing it.

The first wave of PE investments in the accounting space is coming to the end, and it's time to see what direction it will take next.

Areas around Jackson Hole, Aspen, Palm Beach, Miami, New York, Dallas and Austin are in the group. Other top performers may come as more of a surprise.

The cloud ERP provider has been acquired by a private equity firm that specializes in enterprise software, data and technology-enabled businesses.

Firm owners looking at succession must look at future state needs, not just current ones.

Consolidation, when done right and with clients and people at the forefront, is not about sacrificing quality for profit.

At the heart of the concern is a tax dynamic that exchange-traded funds were built to avoid.