| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Isdaner & Company
Isdaner & Company is an accounting firm offering business consulting, litigation…
|
2026-06-01 | Acquisition | Complete | — | Deal โ |
| 2 |
Price Kong
Price Kong is a financial firm that offers audit, accounting, financial advice, …
|
2026-05-06 | Acquisition | Pending | — | Deal โ |
| 3 |
CAVU
CAVU is a consultancy that deals with accounting outsourcing, financial services…
|
2026-04-01 | Acquisition | Pending | — | Deal โ |
| 4 |
Hoffman Stewart & Schmidt P.C.
Hoffman Stewart & Schmidt is an accounting company offering audit, tax and consu…
|
2026-01-07 | Acquisition | Complete | — | Deal โ |
| 5 |
Delap
Portland-based CPA and financial services firm serving mid-sized companies, busi…
|
2026-01-07 | Merge | Complete | — | Deal โ |
| 6 |
Mize CPAs
Mize CPAs is an accounting firm that provides audit, tax, accounting, payroll, a…
|
2025-09-19 | Acquisition | Complete | — | Deal โ |
| 7 |
DeFalco & Co
DeFalco & Co is a financial accounting firm that provides Tax services and Tax a…
|
2025-08-01 | Acquisition | Complete | — | Deal โ |
| 8 |
TimeCredit AI
TimeCredit AI offers an AI platform for automating financial reporting and credi…
|
2025-07-23 | Acquisition | Complete | — | Deal โ |
| 9 |
Sandler & Company
Sandler & Company is an accounting firm that offers audit, tax, and accounting s…
|
2025-07-01 | Acquisition | Pending | — | Deal โ |
| 10 |
Radix Law
Radix Law, in Arizona is known for its work in business law, litigation, bankrup…
|
2025-06-11 | Acquisition | Complete | — | Deal โ |
| 11 |
O'Connor Consulting Services
O'Connor Consulting Services is an advisory firm that provides financial and acc…
|
2025-06-05 | Acquisition | Pending | — | Deal โ |
| 12 |
Nextfed
Nextfed offers mergers, acquisitions, due diligence, strategic planning, market …
|
2025-06-04 | Acquisition | Complete | — | Deal โ |
| 13 |
SND Partners
SND Partners specializes in Affordable Housing Tax Credit and Housing and Urban …
|
2025-04-29 | Acquisition | Complete | — | Deal โ |
| 14 |
P
Professional Services+
Professional Services+ provides resources and advisory services related to strat…
|
2025-03-28 | Acquisition | Pending | — | Deal โ |
| 15 |
Mangold Anker Phillips
Mangold Anker Phillips provides financial services in management, business valua…
|
2025-02-06 | Acquisition | Complete | — | Deal โ |
| 16 |
Nardone Pridgeon & Co PA
Nardone Pridgeon & Co PA offers accounting services tax services consulting serv…
|
2025-01-06 | Acquisition | Pending | — | Deal โ |
| 17 |
Kutchins, Robbins & Diamond
KRD is an accounting frim which offers Accounting, Auditing, Consulting, Busines…
|
2024-12-31 | Acquisition | Pending | — | Deal โ |
| 18 |
Burkett & Beattie
Burkett & Beattie provides accounting, bookkeeping, payroll, estate planning, fi…
|
2024-12-31 | Acquisition | Pending | — | Deal โ |
| 19 |
Securitybricks
Securitybricks specializes in cloud security and compliance services.
|
2024-12-12 | Acquisition | Pending | — | Deal โ |
| 20 |
Kirsch Kohn & Bridge
Kirsch Kohn & Bridge renders accounting, audits, employee benefits, bookkeeping,…
|
2024-11-01 | Acquisition | Complete | — | Deal โ |
| 21 |
Aronson
The Mid-Atlantic’s premier accountants & consultants offering audit, tax & consu…
|
2022-11-01 | Merge | Complete | — | Deal โ |
| 22 |
The Ladd Robbins PA
The Ladd Robbins PA provides various types of Accounting & Other Consulting Serv…
|
2022-08-02 | Merge | Complete | — | Deal โ |
| 23 |
CPAsNET
CPAsNET is a community of forward-thinking independent accounting and business c…
|
2022-07-26 | Acquisition | Complete | — | Deal โ |
| 24 |
RINA
RINA provides service on accounting and tax consulting firm.
|
2022-05-17 | Merge | Complete | — | Deal โ |
| 25 |
Leaf Miele Manganelli Fortunato Engel
Leaf Miele Manganelli Fortunato Engel deals with auditing, accounting, tax and w…
|
2022-04-26 | Merge | Complete | — | Deal โ |
| 26 |
T
The Back Room
Outsourcing of administrative, legal, marketing, and accounting professionals
|
2022-03-31 | Acquisition | โ | — | Deal โ |
| 27 |
Henderson & Godbee
Henderson & Godbee, LLP is a full-service accounting firm providing complete ser…
|
2021-12-14 | Merge | Complete | — | Deal โ |
| 28 |
Syzygy Solutions
Syzygy Solutions is an IT company that engages in cybersecurity, data science, a…
|
2021-02-02 | Acquisition | Complete | — | Deal โ |
| 29 |
Velossent
Velossent is a platform that provides recruiting and staffing solutions.
|
2021-02-02 | Acquisition | Complete | — | Deal โ |
| 30 |
Tarlow and Co
Tarlow & Co is a professional organization of CPAs & business advisors servicing…
|
2020-12-08 | Merge | Complete | — | Deal โ |
| 31 |
Stowe & Stowe
Stowe & Stowe is a dental accounting firm in North Carolina in the accounting in…
|
2020-12-01 | Acquisition | Complete | — | Deal โ |
| 32 |
Relevant Data Technologies
RDT is a provider of electronic discovery (e-discovery) and data management serv…
|
2020-10-07 | Acquisition | Complete | — | Deal โ |
| 33 |
HPC Accounting & Tax
HPC Accounting & Tax operates as a technology-driven, cloud-based accounting fir…
|
2018-06-06 | Acquisition | Complete | — | Deal โ |
| 34 |
RRB Business Services
RRB, a full-service certified public accounting and consulting firm.
|
2018-01-29 | Acquisition | Complete | — | Deal โ |
| 35 |
R
Retirement Plan Services Co.
Retirement Plan Services Co. provides retirement planning services.
|
2016-11-09 | Acquisition | Complete | — | Deal โ |