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News
What successful M&A looks like
3+ week, 1+ hour ago (1162+ words) For many of this year's Fastest-Growing Firms, M&A was a key (often the key) pillar of their success,...Creating and sticking to an M&A strategy that clearly identifies the kinds of targets and geographies...
M&A roundup: Hot start to September
1+ week, 5+ day ago (145+ words) CRI added Morrison & Smith; Ascend acquired GreerWalker; Nichols Cauley added LaRocco; Accuity acquired KKDLY; Grimes added Stevens and Ciccone; BGM acquired John T. Chipman; and WPWealth added Optimus Capital Advisors. Acquisitions by Carr, Riggs & Ingram, Ascend, Nichols Cauley and more. Employees…...
Sax Wealth Advisors adds Florida wealth manager
3+ week, 2+ day ago (288+ words) Its parent firm has also been on a bit of an M&A tear since it received a minority investment from private...The acquisition helps expand Sax Wealth Advisors' presence in the Sunshine State, and continues its M&A...
Whitman launches coaching program for departing partners
3+ day, 19+ hour ago (310+ words) those owning their own transition, firm-sponsored for those who are part of a succession package or M&A...
The 2026 Salary Survey: Inching upward
3+ week, 2+ hour ago (447+ words) The acquisition helps expand Sax Wealth Advisors' presence in the Sunshine State and continues its M&A...
Will AI replace accounting firms in the small biz market?
3+ week, 1+ hour ago (944+ words) Because of artificial intelligence, small-business owners today have choices that they never had before. Financial reporting is just one of the areas where AI can reduce costs the most, especially for companies with $10 million to $70 million in revenue. Today, many…...