M&A
M&A
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Out of the Box Technology and EBS Associates, two accounting firms-cum-QuickBooks solutions providers, have merged.
April 16 -
The Top 100 Firm is buying a provider of data analytics and data warehousing technology in Orem, Utah, effective May 1.
April 16 -
CFGI acquires Pine Hill Group; Sax Wealth Advisors adds Stuart B. Hermann, CFP, CPA; Mauldin & Jenkins acquires Jon Campbell & Associates; and Cresa acquires Portfolio Solutions Group.
April 4 -
Top 100 Firm CohnReznick said Thursday that its former chairman and CEO, Ken Baggett, has died.
April 4 -
The firm is building its presence in the biotech space by buying a consultancy that services life sciences companies.
April 1 -
Accounting, valuation and legal considerations within the deal structure should be reviewed by buyers and sellers with a trusted advisor.
March 28 -
The Regional Leader in the Southwest is adding a Las Vegas CPA firm that specializes in tribal gaming.
March 28 -
Tax reform, non-GAAP metrics and sustainability reporting are expected to be among the top shareholder concerns this spring at corporations’ annual general meetings, according to BDO USA.
March 27 -
The Top 100 Firm has combined with a firm in Braintree, Massachusetts that specializes in servicing clients in the affordable housing industry.
March 25 -
EY has added a firm based in Irvine, expanding the Big Four firm’s presence in Southern California.
March 19 -
Blucora plans to combine HD Vest’s individual tax advisor focus with 1st Global’s institutional, multi-partner focus.
March 19 -
Small and midsized CPA firms often ask about best practices when it comes to funding their operations.
March 15 -
The leading practices in the country are taking a multi-pronged approach to expansion.
March 8 -
Improving your financial planning practice via mergers and acquistions.
March 4 -
YHB merges with Murray, Jonson, White & Associates; TaxOps merges in AG Tax; father-and-son accountants unite; and Addison Group acquires DLC Group.
February 27 -
The Garden City, New York-based group became part of Berdon Fund Services LLC, effective Jan. 1, 2019.
February 19 -
Self-satisfaction and complacency is what has led many well-known institutions into oblivion.
February 18 -
The Financial Accounting Standards Board issued a proposed accounting standards update Thursday on the recognition and measurement of deferred revenue in business combinations.
February 14 -
The Top 100 Firm is expanding its NetSuite practice in Southern California with the deal, effective Feb. 25, 2019.
February 14 -
A CPA firm in Palatine, Illinois, has combined with one in Lincolnshire, Illinois, effective Jan. 1, 2019.
February 7














