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News
Acquisitions could be solving the succession crisis, so why aren't they?
5+ day, 21+ hour ago (911+ words) This makes good sense; a well-structured acquisition can rescue all that equity by offering the organizational...The ones that succeed aren't just acquisitions; they're partnerships, and they build alignment into every...
What successful M&A looks like
2+ week, 6+ day ago (1162+ words) double- and in some cases triple-digit growth rates — but all would stress the need for a clear acquisition..."Don't just do an acquisition to do an acquisition," warned Lee Cohen, founder of New York City-based..."Make sure it's right, because…...
Sax Wealth Advisors adds Florida wealth manager
3+ week, 2+ day ago (288+ words) The firm has made seven acquisitions this year, adding close to $860 million in AUM, as well as 10 team...Sax Wealth Advisors plans to continue growing through acquisition in the future....It has made more than half a dozen acquisitions this…...
Gray Griffith & Mays expands in West Virginia
1+ week, 4+ day ago (237+ words) "This acquisition is a natural fit for both firms," Ryan Lindsay, director at GGM, said in a statement...'This acquisition reflects our commitment of continuing to provide thoughtful advice and exceptional...
Hall expands into dental industry
5+ day, 19+ hour ago (317+ words) accounting, tax and advisory firm that works exclusively with dental practices, marking its first acquisition...CPA, a firm focused on serving real estate investors, acquired Tooth & Coin, marking its first acquisition...
M&A roundup: Hot start to September
1+ week, 5+ day ago (145+ words) Acquisitions by Carr, Riggs & Ingram, Ascend, Nichols Cauley and more....
Paystand agents now generally available
5+ day, 19+ hour ago (163+ words) CPA, a firm focused on serving real estate investors, acquired Tooth & Coin, marking its first acquisition...
False info, real problems: Can accountants tame AI hallucinations?
1+ week, 4+ day ago (693+ words) accounting firm — underscore the importance of meticulous AI oversight for all practices, from international...head of Top 50 Firm Schellman, which specializes in technology assurance, said that when a large international...
Caseware rolls out Excel add-on, client request AI
4+ day, 23+ hour ago (284+ words) CPA, a firm focused on serving real estate investors, acquired Tooth & Coin, marking its first acquisition...
U.S. appeals court rules against prediction markets, sets up likely fight at Supreme Court
2+ week, 2+ day ago (354+ words) Disclosure: CNBC and Kalshi have a commercial relationship that includes customer acquisition and a minority...