Friedman added Bohlmann Accounting Group, and Herbein + Company merged in Mosteller & Associates.

The Top 25 Firm’s merger with the Cadence Group gives it a presence in Salt Lake City.

Wipfli’s latest merger is bringing the Midwest-based firm to California, but since the pandemic, it has been able to recruit talent around the world.

Stephen Schwarzman said the risk of an increase in U.S. capital gains taxes has led to explosive growth in potential targets for his alternative investment firm.

The Top 100 Firm, based in Atlanta, is expanding in Alabama.

Most small firm owners who are considering retirement are not familiar with how selling a practice works and how to get started.

The combination of the two Top 100 Firms continues Armanino’s national expansion.

Even with a 15-year window to pay taxes, a near-doubling of the capital gains rate and the elimination of the step-up in basis loophole will make a sale expensive.

The San Francisco-based firm is expanding to Redwood City, California.

The Top 20 Firm based in Milwaukee, has merged in a Regional Leader headquartered in St. Louis.

A host of different factors mean that not all $1 million practices are worth the same amount.

Even as they look to ramp up acquisitions, funds are worried about the potential impact of these much-discussed taxes.

RSM US is buying Rego Consulting’s ServiceNow workflow automation practice and plans to combine it with RSM’s own.

The acquisition will give Bill.com users an expanded solution for automatically managing accounts payable, accounts receivable and corporate card spending all in one place.

The Big Four firm has bought a large London-based firm that provides U.K. and U.S. personal tax services.

Even if your firm has an M&A plan in place as part of its growth strategy, you’ll also want to achieve at least some of your growth through sales.

Clark Schaefer Hackett, a Top 100 Firm based in Cincinnati, has bought a human resources outsourcing firm also based there.

The White House’s sweeping proposal to raise taxes on the wealthy will likely force advisors to get creative as they structure sales of their practices.

CBIZ is expanding to the Pacific Northwest, with its subsidiary CBIZ Accounting, Tax & Advisory of Washington buying the non-attest assets of Berntson Porter & Co., a firm in Bellevue, Washington.

Grassi, a Top 100 Firm based in New York, has expanded its footprint in New Jersey by acquiring Gramkow, Carnevale, Seifert & Co., effective March 29.