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The Top 50 Firm acquired McMillan, Whiteman & Associates, expanding its presence along Florida's Gulf Coast and marking its third deal in the state this year.
July 22 -
Senior executives from Accounting Today's Regional Leaders shared their 2026 growth strategies, ranging from M&A and tech, to advisory and organic growth.
July 22 -
The Top 100 Firm is getting a majority investment from Lightyear Capital, while its previous investor, Unity Partners, will maintain a minority position in the firm.
July 15 -
Accounting firms have been fielding offers from a growing number of private equity investors as PE money continues to pour into the accounting sector.
July 9 -
The Top 25 Firm acquired Mid-Atlantic Regional Leader Kreischer Miller in Horsham, Pennsylvania.
July 8 -
Meaden & Moore, a Cleveland-based accounting, tax, advisory and forensic accounting firm, took an investment from private equity firm Unity Partners.
July 7 -
For most of the last 40 years, running a tax and accounting firm was a peacetime job. That's not the case anymore.
July 7
L&H CPAs and Advisors -
The Top 25 Firm acquired LGA, a Boston-area accounting and business advisory firm serving mid-market businesses, entrepreneurs and families.
July 7 -
The Top 25 Firm acquired Houston-based Ham, Langston & Brezina, effective as of July 1, expanding its presence in Texas.
July 6 -
The Top 20 Firm acquired Santa Clara, California-based Sherwood Partners in a transaction expected to close this July.
June 30 -
The Top 25 Firm acquired Conroe, Texas-based firm Crowl, Cameron & Associates, expanding its presence to 20 offices and across 18 cities in the state.
June 25 -
Whitman Advisory introduced valueMyCPAFirm.com, an AI-powered tool that provides insights on a firm's market value.
June 23 -
The Top 20 Firm will receive a significant investment from private equity firm Reverence Capital in a deal expected to close in the third quarter of this year.
June 23 -
The tool, called the Enterprise Attractiveness Score, evaluates 10 dimensions similar to what PE due diligence teams consider when putting a price on a firm.
June 17 -
The Top 25 Firm will receive an investment from private equity giant KKR, making it among the largest accounting firms to take PE money.
June 11 -
The Regional Leader based in Wayne, Pennsylvania, received a strategic growth investment from Madison Dearborn Partners and co-investor Norlantic Capital.
June 10 -
Top 10 Firm Baker Tilly will acquire Top 100 Firm Anchin, Block & Anchin, and will move its headquarters from Chicago to New York City.
June 10 -
The Top 100 Firm will receive an investment from TPG, as its former private equity investor Broad Sky Partners will sell substantially all of its investment.
June 9 -
The Top 50 Firm is rebranding as Current to reflect the firm's commitment to upgrading local firms with AI to compete with large incumbents.
June 2 -
AI tax startup Black Ore hosted a series of discussions on the growing role of AI in making tax preparation and planning more efficient.
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