M&A
M&A
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The software giant behind TurboTax is buying out a potential competitor in the tax prep market.
February 24 -
Intuit Inc. is close to buying Credit Karma Inc. for about $7 billion in cash and stock deal, The Wall Street Journal reported, citing people familiar with the matter it didn’t identify.
February 24 -
The Columbus, Ohio-based firm has expanded to Toledo.
February 21 -
The exit of David Knoch is the latest change at the growing and rapidly pivoting tax-focused IBD formerly known as HD Vest.
February 18 -
Rea & Associates merges in WJ Ubbing and Associates; Frank Hirth transitions its U.S. practice to Raich Ende Malter; and REDW adds Human Resources Experience.
February 7 -
CliftonLarsonAllen added Weil & Company, and Cherry Bekaert LLP expanded its digital advisory capabilities by buying Icimo LLC.
February 4 -
Eide Bailly, a Top 25 Firm based in Fargo, North Dakota, has added Platinum Consulting Group, a government and nonprofit consulting firm based in Fullerton, California, effective Feb. 3.
February 3 -
Nichols, Cauley & Associates LLC, a firm in Dalton, Georgia, has added the Morehouse Group, a firm based in the same city, expanding Nichols Cauley’s presence in North Georgia.
January 31 -
The Top 100 Firm has expanded its presence in New York by adding three downstate offices from another firm.
January 29 -
The Georgia-based accounting firm is expanding into the technology industry by acquiring an IT services firm in the Atlanta suburb of Marietta.
January 28 -
Carr, Riggs & Ingram has merged in Crabtree, Rowe & Berger; and EisnerAmper has added Horvath & Giacin.
January 23 -
The last several years have seen a “merger frenzy,” with small and midsize CPA firms (with annual revenues between $10 million and $24 million) getting acquired by larger CPA firms that have a strong brand and a track record of average to above average equity partner profitability.
January 22 -
Built Technologies, a provider of construction finance software, has acquired lienwaivers.io, a developer of lien waiver management and payment technology for commercial and residential construction.
January 21 -
Yount, Hyde and Barbour, a firm in Winchester, Virginia, is acquiring Woodcock & Associates, PC in Fredericksburg, Virginia, bolstering YHB’s construction industry expertise.
January 20 -
UHY Advisors and UHY LLP merged in Pattison, Koskey, Howe and Bucci, CPAs; MBAF expanded its tax and accounting practice by adding Kramer & Associates; and Fiondella, Milone & LaSaracina merged in Viola Chrabascz Reynolds and Formica & Dobkin.
January 16 -
The firm has continued its recent expansion streak in Southern California, snapping up its third firm in the Los Angeles area in recent months.
January 14 -
Windes merges in Smith, Linden & Basso; UHY Advisors acquires Stewart, Beauvais & Whipple; TYS merges with Lefkowitz; and McGuire Sponsel acquires Align Global Consulting.
January 8 -
The Avantax Wealth Management parent views HK Financial as another way of working with CPAs and tax professionals branching into the field.
January 7 -
PKF O’Connor Davies adds DHL&S; LBMC Technology Solutions merges with InterDyn Artis; Finkler joins HW&Co.; Gilliam Coble & Moser merges with Apple, Bell, Johnson & Co.; and Blucora plans acquisition of HK Financial Services.
January 7 -
BDO adds Biegel Waller; Brown Edwards expands in Virginia; Prager Metis combines with Shine & Company; Hoffman Eells merges with Abbott, Frenyea & Russell; and Mariner Wealth Advisors acquires the tax practices of David G. Miller & Associates and G.M. Bremer & Associates.
January 6

















