Mergers and Acquisitions
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Make Succession Planning a Success for Your Accounting Firm
While you’ve been spending your time advocating the importance of planning for the future to those around you, take a moment to consider whether you have done the same for your firm.
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St. Louis Accounting Firms Brown Smith Wallace and Bergman, Schraier Merge
With the merger, Brown Smith Wallace will have revenue of approximately $40 million entering 2016. As a result of the merger, the firm will have 280 employees and over 100 CPAs.
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Armanino Acquires S. California Accounting Firm
LCMT will become Armanino effective Jan. 1, 2016, and will keep its Woodland Hills, California office location at 5959 Topanga Canyon Blvd. #180. Clients will continue to work with the same partners and staff without disruption to service.
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Southern California Accounting Firm Acquires Castle & Co.
Steve Castle, an established CPA with a broad range of clients from Phoenix to Seattle, has joined Haskell & White as its newest tax partner. He will work out of the firm’s Irvine, Calif., headquarters and perform a variety of business consulting and ...
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CBIZ Acquires Pension Plan Consultant The Cottonwood Group
Founded in 2006, Cottonwood provides pension plan consulting, actuarial and investment services for institutional pension plans, retirement funds, endowment funds and foundations. Cottonwood has 15 employees and recorded approximately $3.1 million in ...
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Accounting Firm Porte Brown Merges with Alliant Advisors
Both firms are in the process of contacting clients to inform them of the change and answer questions they may have about the transition.
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BDO Acquires California Accounting Firm CEA, LLP
BDO will maintain both its existing San Diego office in La Jolla and the previous CEA office in Carlsbad. Lee Duran, Assurance Managing Partner for BDO’s existing San Diego office, will maintain that role in the combined San Diego practice and Mark ...
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Ryan Tax Firm Acquires TransAmerican Asset Servicing Group
A key strategic component in the transaction is TransAmerican’s proven proprietary workflow technology system for efficient management of the entire lifecycle for identifying lost holders and reuniting them with their property.