Englewood, Colo.-based IPA 100 firm Richey May (FY25 net revenue of $190.1 million) has received a strategic growth investment from private equity firm Genstar Capital and Aksia.  The investment is…
Rockford, Ill.-based Savant Tax & Consulting, a wholly owned subsidiary of Savant Wealth Management, has changed its name to Savant Accounting & Business Advisory (SABA) to reflect its expansi…
San Francisco-based IPA 100 firm BPM LLP (FY25 net revenue of $255.2 million) has appointed Nick Steiner as its next CEO following a succession process led by the firm’s CEO Succession Committee and b…
PrimeGlobal has launched a new technology advisory partnership with its member firm and IPA 100 firm Sikich (FY25 net revenue of $529.5 million), a global professional services company providing consu…
Farmington Hills, Mich.-based IPA 100 firm UHY (FY25 net revenue of $412.9 million) has expanded its Texas presence by combining with Adamson & Company, the largest independently owned CPA firm in…
Lincolnshire, Ill.-based IPA 200 firm Mowery & Schoenfeld (FY25 net revenue of $46.5 million) has appointed Brad Berthold assurance partner. Berthold joins Mowery & Schoenfeld after nearly …
Raleigh, N.C.-based IPA 400 firm Hall CPA (FY25 net revenue of $14.2 million) has acquired Little Rock, Ark.-based Tooth & Coin, an accounting, tax and advisory firm serving dental practices. T…
Parsippany, N.J.-based IPA 100 firm CohnReznick (FY25 net revenue of $1.12 billion) has appointed Kate Peachway partner and CFO. As a member of the executive team, Peachway will lead the firm’s fin…
      Growth across the accounting profession has cooled for the second consecutive year, but firms aren’t simply accepting slower performance. The early results from INSIDE Pu…
By David A. Perez Accounting firms spend decades helping clients prepare for retirement. They help owners decide whether a business should pass to a child, be sold to employees, merged or sold to a…
Brentwood, Tenn.-based IPA 100 firm LBMC (FY25 net revenue of $240.8 million) appointed Charlie Apigian as shareholder and practice leader of its AI and Data Transformation practice. Apigian will l…
      Global staffing, outside capital and advisory expansion have moved beyond experimentation at many of the nation’s largest accounting firms. The bigger question now is how…