Accounting & Tax Buyers & Acquisitions in Colorado

Tracked deals

9

9 tracked deals across 2023-2026.

Buyer mix

Strategic-led

11 strategic · 3 pe

Top trend

Volume peaked in 2025

4 tracked deals announced in 2025.

Primary Insight

What Stands Out

  • Platform and private equity-backed buyers (e.g., Ascend with Alpine Investors, Capstone Accounting and Tax with Seaside Equity Partners) pursue add-on growth in Colorado.
  • Richey May appears repeatedly, including an acquisition of Wagner Kaplan Duys & Wood LLP and a multi-firm merger into a unified national platform under the Richey May brand.
  • Denver and Colorado Springs are recurring hubs for targets, including Spicer Jeffries LLP, Pontiff + Associates, P.C., and EBK.
  • Deals often mix attest and nonattest integration, including brand adoption and structured purchase of attest assets in coordination with another firm.
Recurring buyer Deal pattern shown in Colorado
Richey May Acquisitions and larger mergers to unify a national platform
Aprio Combining with Denver practices to broaden local capability
Cherry Bekaert Expanding into specialized audit/tax coverage and geographic reach
CBIZ Acquiring tax/accounting firms with attest assets addressed separately

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Buyer Snapshot

Top Buyers

Illustrative buyers pulled from tracked transactions on this page. This table is capped and intentionally non-exhaustive.

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Buyer # Deals Focus Type
Richey May 2 National accounting and advisory firm providing audit, ta... Strategic
Alpine Investors 1 People-first private equity firm that invests in software... PE
Apex Accounting and Tax, Inc. 1 Regional accounting and tax services firm providing accou... Strategic
Aprio 1 Top-25 U.S. business advisory and accounting firm providi... Strategic (PE-backed)
Ascend 1 A PE-backed platform that partners with regional accounti... Strategic (PE-backed)
Bertram Capital 1 Private equity firm targeting lower middle market compani... PE
CBIZ, Inc. 1 Provider of financial, insurance and advisory services in... Strategic
Capstone Accounting and Tax 1 Full‑service accounting firm providing tax, accounting an... Strategic (PE-backed)
Cherry Bekaert Advisory LLC 1 U.S. CPA and advisory firm providing tax, audit, advisory... Strategic
Cherry Bekaert LLP 1 Licensed CPA firm within the Cherry Bekaert organization ... Strategic

Acquisition Volume in Accounting & Tax in Colorado by Year

Last 4 years

Acquisition volume by year Annual acquisition counts for the last 4 years for Accounting & Tax Buyers & Acquisitions in Colorado. 2 2023 2 2024 4 2025 ~1 est. 1 2026
Actual Full-year estimate

Supporting Data

Recent Transactions

  • Richey May Acquires Wagner Kaplan Duys & Wood
    February 13, 2026
    Buyer
    Richey May
    Target
    Wagner Kaplan Duys & Wood LLP
    Industry
    Accounting & Tax
    Location
    Colorado, United States
    Type
    Buyout

    Englewood, Colorado-based IPA 200 firm Richey May announced it is acquiring Wagner Kaplan Duys & Wood LLP, a tax and advisory services firm. The deal is intended to expand Richey May’s national platform, with Wagner Kaplan immediately adopting the Richey May brand as part of a broader transition across recently joined practices.

  • Ascend (Alpine Investors-backed) Adds BiggsKofford to Accounting Platform
    November 3, 2025
    Buyer
    Ascend, Alpine Investors
    Target
    BiggsKofford
    Industry
    Accounting & Tax
    Location
    Colorado, United States
    Type
    Addon

    Ascend, a private equity-backed platform for regional accounting firms, announced the addition of Colorado accounting firm BiggsKofford to its national Ascend platform. The deal brings nine partners and more than 40 staff across Colorado Springs and Denver to Ascend (backed by Alpine Investors); terms were not disclosed and BiggsKofford will operate with an alternative practice structure for attest and non-attest services.

  • Richey May Merges with WSRP, MKA, Sobul Primes & Schenkel and The Doty Group
    September 9, 2025
    Buyer
    Richey May
    Target
    WSRP, Moss Krusick & Associates (MKA), Sobul Primes & Schenkel, The Doty Group
    Industry
    Accounting & Tax
    Location
    Colorado, United States
    Type
    Buyout

    Richey May announced a transformative merger that combines four regional accounting and advisory firms—WSRP, Moss Krusick & Associates (MKA), Sobul Primes & Schenkel, and The Doty Group—into a single national platform operating under the Richey May brand. The combination expands the platform's geographic footprint and technical capabilities; Richey, May & Co., LLP will perform attest services while RM Advisory LLC will provide nonattest advisory services under the unified brand.

  • Cherry Bekaert Acquires Spicer Jeffries LLP
    June 2, 2025
    Buyer
    Cherry Bekaert Advisory LLC, Cherry Bekaert LLP
    Target
    Spicer Jeffries LLP
    Industry
    Accounting & Tax
    Location
    Colorado, United States
    Type
    Buyout

    Cherry Bekaert has acquired Spicer Jeffries LLP, a Denver-based CPA firm specializing in audit, tax, accounting and consulting services for the securities and asset management industry. The deal (structured as two purchases of non-attest and attest assets by Cherry Bekaert Advisory LLC and Cherry Bekaert LLP, respectively) expands Cherry Bekaert's asset management capabilities and geographic coverage into the Rocky Mountain region and adds Cayman audit capability via Spicer Jeffries' affiliated Cayman office.

  • Capstone Accounting and Tax Adds Keller & Mendoza CPAs to Expand into Colorado
    April 15, 2025
    Buyer
    Capstone Accounting and Tax, Seaside Equity Partners
    Target
    Keller & Mendoza CPAs
    Industry
    Accounting & Tax
    Location
    Colorado, United States
    Type
    Addon

    Capstone Accounting and Tax announced that Keller & Mendoza CPAs has joined Capstone, with Maury Keller joining as a Partner and continuing to lead the Vail office. The move marks Capstone’s first expansion into Colorado and the Rocky Mountain region; Capstone is backed by Seaside Equity Partners and is executing add-on acquisitions to grow its accounting platform.

  • Aprio Combines with Pontiff + Associates and Elite Tax & Accounting to Expand Denver Presence
    December 10, 2024
    Buyer
    Aprio
    Target
    Pontiff + Associates, P.C., Elite Tax & Accounting, LLC
    Industry
    Accounting & Tax
    Location
    Colorado, United States
    Type
    Buyout

    Aprio has combined with Denver-based Pontiff + Associates, P.C. and Elite Tax & Accounting, LLC to expand its presence and capabilities in the Denver market. The combinations, effective Dec. 1, 2024, add local tax, client accounting, valuation and tax resolution expertise to Aprio's Denver office as part of the firm's broader growth strategy.

  • CBIZ Acquires Erickson, Brown & Kloster; Mayer Hoffman McCann Acquires EBK Attest Assets
    February 1, 2024
    Buyer
    CBIZ, Inc., Mayer Hoffman McCann P.C.
    Target
    Erickson, Brown & Kloster, LLC
    Industry
    Accounting & Tax
    Location
    Colorado, United States
    Type
    Buyout

    CBIZ, Inc. acquired tax and accounting firm Erickson, Brown & Kloster, LLC (EBK) of Colorado Springs, CO, effective February 1, 2024. Concurrently, Mayer Hoffman McCann P.C. acquired the attest assets of EBK; EBK has 50 employees and reported about $8.9 million in revenue over the past year.

  • Cogency Global Acquires Tax Guard from Falfurrias Capital Partners
    September 19, 2023
    Buyer
    Cogency Global Inc., Bertram Capital
    Target
    Tax Guard, LLC
    Seller
    Falfurrias Capital Partners
    Industry
    Accounting & Tax
    Location
    Colorado, United States
    Type
    Addon

    New York-based Cogency Global Inc., backed by Bertram Capital, has acquired Westminster, Colorado-based Tax Guard, LLC from Falfurrias Capital Partners. The deal expands Cogency Global's tax risk assessment and compliance capabilities for lenders and other financial-services clients; terms were not disclosed and Raymond James served as Tax Guard's financial advisor.

  • Apex Accounting and Tax, Inc. Acquires Phases Accounting & Tax Service, Inc.
    March 2, 2023
    Buyer
    Apex Accounting and Tax, Inc.
    Target
    Phases Accounting & Tax Service, Inc.
    Seller
    Debby Miller (Founder of Phases Accounting & Tax Service, Inc.)
    Industry
    Accounting & Tax
    Location
    Colorado, United States
    Type
    Buyout

    Apex Accounting and Tax, Inc. has acquired Phases Accounting & Tax Service, Inc., a Colorado Springs–based accounting and tax firm founded in 1987 by Debby Miller. The deal, advised on the sell-side by SDR Ventures, brings Phases’ ~1,750 clients into Apex’s Littleton-based accounting platform to expand Apex’s service offering and regional footprint in the Rocky Mountain region.

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Frequently Asked Questions

Which firms appear most often in Colorado accounting and tax acquisitions?

Common repeat buyers across the listed deals include Richey May, Cherry Bekaert (both Cherry Bekaert Advisory LLC and Cherry Bekaert LLP), Capstone Accounting and Tax, and CBIZ, Inc.

Are these acquisitions limited to Denver, or do they include other Colorado cities?

They include multiple Colorado locations, including Denver, Colorado Springs, Vail (via Keller & Mendoza CPAs joining Capstone), and Westminster (via Tax Guard, LLC).

Do the deals typically involve both attest and nonattest services?

Many transactions reflect structured integration across attest and nonattest services. For example, Richey May performs attest services while RM Advisory LLC provides nonattest advisory services after the multi-firm merger, and CBIZ/Mayer Hoffman McCann separated certain attest assets in the EBK deal.

Do any transactions point to broader geographic expansion beyond Colorado?

Yes. Several deals are framed as expanding a national platform, including Richey May’s plan to expand its national platform and Ascend adding BiggsKofford to its national platform; others emphasize geographic reach into the Rocky Mountain region.

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