Integrations

Ernst & Young said Thursday that Headwaters SC, LP and its Family Enterprise Business Services practice are joining EY.

Melanson Heath, a New England regional CPA firm, has added LaPointe, Torrisi, Stanley & Co., PC and LTS’s affiliate J.C. Driscoll & Co., CPAs, LLC, effective July 1.

K·Coe Isom LLP, a Top 100 Firm based in Loveland, Colo., has expanded into Missouri by adding Baer & Co.

A merger of firms can be fraught with employee disruption and anxiety.

BerganKDV has acquired Beltz, Kes, Darling & Associates, a firm based in Farmington, Minn., specializing in servicing charter schools.

HiAccounting has acquired the CPA firm WR Financial, effective June 30, 2017, expanding its presence in Hawaii.

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.

Clark Schaefer Hackett has merged in LublinSussman Group, a firm based in Toledo, Ohio, effective July 1, 2017.

The merger adds a web builder, member invoicing, a member portal and more to the company’s portfolio.

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.

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.

A Grant Thornton firm in the West Indies has merged in a former BDO firm to expand its presence in the Caribbean.

Accounting firm combinations in Florida and Alabama lead the bill in a roundup of recent M&A activity in the profession, plus a payroll company has been acquired.

Marcum LLP has merged in the construction accounting practice of Warren Hennagin, who is joining the firm as an assurance services partner in the firm’s Irvine, Calif., office.

BKD LLP has added Paragon Audit & Consulting, building the firm’s internal audit and enterprise risk management practices in Denver.

Top 100 firm Eide Bailly plans to add Roth & Co., a firm based in Des Moines, Iowa, effective June 26.

While best known for the unsubstantiated tale about a falling apple that led to his theory of gravity, Sir Isaac Newton’s three laws of motion have withstood the test of time. These principles have remarkable applicability to modern-day accounting firm mergers.

When CPA firm leaders are in discussions to merge with another firm, the conversation at some point turns to the importance of staff retention and engagement over the short and long term.

Armanino is folding in two new firms, Team Jenn Corp, a managerial accounting firm that also provides HR and payroll services, and the Brenner Group, which specializes in offering outsourced financial management to growing technology companies.

WithumSmith+Brown has combined practices with the IT consulting firm Portal Solutions, expanding Withum’s array of digital services, effective May 1.