M&A
M&A
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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 -
The Top 100 Firm is expanding in Providence, Rhode Island with its latest M&A deal.
February 6 -
The Top 100 Firm has extended its footprint in Florida and New Jersey with the merger.
February 4 -
The Top 100 Firm is expanding its presence in Ohio through the M&A deal.
February 4 -
The landscape of accounting firm mergers is shifting significantly
February 4 -
The Top 10 Firm has expanded in Seattle with its latest deal, effective Feb. 1.
February 1 -
Hancock Askew merges in McElderry & Associates; Brady Ware combines with Rodefeld Kassens & North; and NPL Tax & Accounting adds Beverly Hunt’s Tax & Accounting Service.
January 31 -
The first installment of a manual for repairing broken M&A.
January 28 -
The Top 15 Firm is expanding its presence in Texas by adding the Dallas-based Top 100 Firm, effective June 1, 2019.
January 22 -
The Top 100 Firm is fresh off a string of four mergers last year and there are more to come.
January 21 -
Dean Dorton Allen Ford, a Regional Leader firm based in Lexington, Kentucky, has merged in BLD PLLC, expanding its presence in downtown Louisville, effective Jan. 1, 2019.
January 16
