The Mid-Atlantic Regional Leader acquired Minneapolis-based Altair Associates, marking its first acquisition and significantly expanding its insurance practice.

Regional Leader Kernutt Stokes will acquire accounting firm Fordham & Co, effective July 1, to grow its presence in Portland, Oregon.

Here's a strategic guide for partners acquiring books of business and financing firm operations.

Top 10 Firm Baker Tilly will acquire Top 100 Firm Anchin, Block & Anchin, and will move its headquarters from Chicago to New York City.

Proactive Tax & Advisory in Babylon, New York, and Accountability Services in Seattle merged and rebranded under the name Proactive Advisory Group.

The Draper, Utah-based firm acquired Assure CPA in Spokane, Washington, expanding its Pacific Northwest presence and adding public-company audit capabilities.

Michigan-based Top 100 Firm Doeren Mayhew has acquired Atlanta-based Griffin Global Technologies.

KNAV Advisory received another investment from NKSquared, the U.S. investment vehicle of Indian billionaire Nikhil Kamath.

The Top 25 Firm acquired Waldron H. Rand & Co. in Dedham, Massachusetts, expanding its presence in the Greater Boston area.

In divestitures, tax does more than optimize a chosen structure. Tax influences whether a deal perimeter, legal entity structure, diligence story and separation plan are workable.

Crete Professionals Alliance partner firm Accuity acquired Carbonaro CPAs & Management Group, expanding its presence in Hawaii.

Vertilocity, an arm of Top 50 Firm Hill, Barth & King, acquired Toledo, Ohio-based technology firm Computol, effective June 1.

The Top 20 Firm acquired Isdaner & Company, an accounting and advisory firm in Bala Cynwyd, Pennsylvania, effective June 1.

Adams Brown Technology Specialists acquired Parsons, Kansas-based technology provider Higher Calling Technologies.

A presentation by Succession Resource Group shares the key pitfalls to avoid for RIAs seeking to create succession plans and recruit financial advisors.

Most buyers focus on price, but depreciation often matters more in certain asset classes.

The Top 20 Firm acquired Southwest Regional Leader Calvetti Ferguson, expanding its footprint in Texas and in Nashville, Tennessee.

Top 25 Firm Ascend has acquired Ohio-based Regional Leader William Vaughan Company.

Centri Business Consulting plans to use a $20 million credit facility from Citizens Financial Group for acquisitions and talent.

As the only publicly traded firm with a meaningful operating history, the CBIZ story merits honest assessment.