M&A
M&A
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Youve got yet another tax season under your belt, your grandkids are getting older and your golf game could use a little tweaking. Your thoughts of retirement have been on your mind but you have been putting off pursuing this path for various reasons, some of which may be based on some common misconceptions.
June 6 -
Moss Adams LLP has agreed to combine with Morse Wittwer Sampson LLP, a firm based in Fresno, Calif., effective June 30, 2016.
June 3 -
Kessler Orlean Silver & Co., has merged in The Kaplan Partners LLP of Chicago, effective June 1.
June 3 -
Wolters Kluwer Tax & Accounting has acquired CPE Link, an online provider of continuing professional education for accountants, tax preparers and financial advisors.
June 2 -
Crowe Horwath LLP has merged in AbleBridge, a Westborough, Mass.-based software company and consulting firm that develops and sells technology built around the Microsoft Dynamics Customer Relationship Management system.
June 1 -
Dixon Hughes Goodman LLP has expanded to Maryland by merging in Stegman & Company, reputedly the oldest Maryland-based CPA firm, on June 1.
June 1 -
Marcum LLP has merged in Lautze & Lautze CPAs & Financial Advisors, an accounting firm in San Francisco and San Jose, Calif., effective June 1.
June 1 -
Warren Averett, LLC, Certified Public Accountants and Advisors, is merging in Hutto & Carver, P.A., expanding the firms presence in Florida.
May 31 -
BDO USA LLP is expanding its New York metropolitan area practice by merging in Charles A. Barragato & Company, a firm with offices in New York City and Long Island that specializes in servicing high net worth individuals and family offices.
May 31 -
Alan Whitman, incoming CEO of Baker Tilly Virchow Krause, explains in this video how his firm handles the M&A process.
May 27 -
Tsakopulos Brown Schott & Anchors plans to join CliftonLarsonAllen, effective June 1, 2016, allowing CLA to expand to San Antonio, Texas.
May 27 -
Baker Tilly Virchow Krause's incoming CEO Alan Whitman discusses future plans for expansion in this video.
May 26 -
BDO USA LLP has expanded to Utah by merging in Mantyla McReynolds LLC, a firm based in Salt Lake City.
May 18 -
Bay Sherman & Craig LLP, a firm in West Los Angeles, has joined NSBN LLP, CPAs & Advisors, effective May 1, 2016.
May 11 -
U.S.-based accounting and consulting firm association Allinial Global has signed a letter of intent to combine with a U.K.-based accounting and business advisory firms, IAPA International.
May 5 -
Net@Work, provider of integrated business technology solutions, announced the acquisition of Sage partner Dresser & Associates, which specializes in sales, installation and support of Sage HRMS.
May 4 -
Crowe Horwath LLP has merged in the London-based insurance risk consulting firm BaxterBruce Ltd., expanding the Chicago-based firms footprint in the United Kingdom.
May 4 -
Wipfli LLP said Monday that Brittenford Systems, Inc. has joined the Milwaukee-based firm, effective May 1.
May 2 -
Continuing an aggressive spate of mergers, Top 100 Firm CliftonLarsonAllen has combined with Raleigh-based Adams, Martin and Associates PA, effective May 1.
April 29 -
Sikich LLP plans to acquire the assets of Brockman, Coats, Gedelian & Co., BCG Systems, Inc. and BCG Wealth Advisors, LLC in the biggest acquisition ever for the Illinois-based firm.
April 27

