Mergers and Acquisitions

CohnReznick plans to grow its overall Texas workforce by at least 20% in the next year, said CEO David Kessler.

Under the asset purchase agreement, the Kurtz & Company team will officially join Moss Adams on Dec. 1.

TPC deepens Baker Tilly’s tax presence in major markets across the U.S., including Chicago, Boston, Dallas, New York Metro, Silicon Valley and Los Angeles.

M&A can be incredibly advantageous to firms looking to heighten profitability and create longevity and sustainability for their practices, their team members, and their clients.

Marcum’s U.S. footprint expands to 38 offices in major business centers across the country and a total of 46 offices globally.

Untracht Early also brings a significant individual tax practice focused on serving high and ultra-high net worth clients and their closely held businesses.

You’re about to make a big change to your firm by either acquiring another firm or by being acquired. Here is a press kit primer to help you organize the announcements needed for clients, vendors, financial institutions, and other interested parties.

The move marks the next stage in IRIS’ mission to rapidly expand its foothold in North America, following the recent acquisition of Doc.It in July 2021. IRIS continues to expand its practice management and productivity solutions as CPA firms across ...