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K·Coe Isom LLP, a Top 100 Firm based in Loveland, Colo., has expanded into Missouri by adding Baer & Co.
July 7
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A merger of firms can be fraught with employee disruption and anxiety.
July 5
Tax Career Advisor LLC -
BerganKDV has acquired Beltz, Kes, Darling & Associates, a firm based in Farmington, Minn., specializing in servicing charter schools.
July 5
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HiAccounting has acquired the CPA firm WR Financial, effective June 30, 2017, expanding its presence in Hawaii.
July 5
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Pennsylvania accounting firms Steger Gowie & Co. and Merves Amon & Barsz plan to merge July 1 to create a combined firm known as Barsz Gowie Amon & Fultz LLC.
June 29
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Clark Schaefer Hackett has merged in LublinSussman Group, a firm based in Toledo, Ohio, effective July 1, 2017.
June 28
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The merger adds a web builder, member invoicing, a member portal and more to the company’s portfolio.
June 26
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With so many firms undergoing mergers and acquisitions as part of their overall growth strategy, knowing how to handle these brand transitions smoothly is a critical component of a firm’s long-term viability.
June 15
Accounting MOVE Project and bbr companies -
Wisconsin accounting firm Hawkins Ash CPAs has acquired the Green Bay tax and accounting practice of Brian R. Mudd and Michael D. Willis, effective July 1, 2017.
June 15
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A Grant Thornton firm in the West Indies has merged in a former BDO firm to expand its presence in the Caribbean.
June 12
