Accounting & Tax Buyers & Acquisitions in Florida

Tracked deals

11

11 tracked deals across 2019-2026.

Buyer mix

Strategic-led

11 strategic · 2 pe

Top trend

Volume peaked in 2026

3 tracked deals announced in 2026.

Primary Insight

What Stands Out

  • Florida deal flow spans traditional CPA and advisory rollups, with buyers repeatedly expanding within the state (e.g., additions across Orlando, Fort Lauderdale, Tallahassee, Hollywood, and Miami-area markets).
  • Several transactions emphasize service depth: tax, accounting, advisory, audit/assurance, and business valuation capabilities are commonly highlighted.
  • Technology-driven acquisitions show up as well—AI bookkeeping automation (Xendoo + Botkeeper), and integrated bookkeeping for CAM customers (TOPS Software + Sharma & Associates).
  • Platform and PE-backed rollups are present, including Ascend adding KSDT and integrating an offshore team into Sentient Solutions.
Buyer Acquisition theme (Florida) Example from page
Doeren Mayhew Expanding regional footprint & private-client/tax reach Berman Hopkins CPAs & Associates; Lancaster & Reed
Forvis Mazars / Citrin Cooperman / PKF O'Connor Davies Firm growth via adding offices, partners, and staff MSL, P.A.; Keefe McCullough; Topping Kessler
Xendoo / TOPS Software Product/service expansion via tech-enabled bookkeeping Botkeeper (Infinite AI); Sharma & Associates
Ascend Platform rollup + offshore team integration KSDT into Sentient Solutions

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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
Doeren Mayhew 2 National assurance, tax and advisory firm serving mid-siz... Strategic
Alpine Investors 1 People‑focused private equity firm investing in software ... PE
Ascend 1 Strategic platform for regional accounting and advisory f... Strategic (PE-backed)
Citrin Cooperman 1 National professional services and accounting firm offeri... Strategic
Forvis Mazars, LLP 1 Large national accounting and consulting firm providing a... Strategic
Mauldin & Jenkins 1 Regional accounting and consulting firm providing tax, au... Strategic
PKF O'Connor Davies 1 National accounting, tax and advisory firm with multiple ... Strategic (PE-backed)
Ryan 1 Global tax services and software provider delivering fede... Strategic
Springline Advisory 1 Financial and business advisory firm consolidating and sc... Strategic (PE-backed)
TOPS Software, LLC 1 Provider of Community Association Management (CAM) SaaS (... Strategic

Acquisition Volume in Accounting & Tax in Florida by Year

Last 6 years

Acquisition volume by year Annual acquisition counts for the last 6 years for Accounting & Tax Buyers & Acquisitions in Florida. 1 2019 1 2020 1 2021 2 2024 3 2025 ~4 est. 3 2026
Actual Full-year estimate

Supporting Data

Recent Transactions

  • Doeren Mayhew Acquires Berman Hopkins CPAs & Associates
    March 12, 2026
    Buyer
    Doeren Mayhew, Doeren Mayhew Advisors, LLC
    Target
    Berman Hopkins CPAs & Associates, LLP
    Industry
    Accounting & Tax
    Location
    Florida, United States
    Type
    Buyout

    Doeren Mayhew, an accounting and advisory firm, acquired Berman Hopkins CPAs & Associates LLP, a top 300 CPA firm with offices in Orlando and Melbourne, Florida. The deal expands Doeren Mayhew’s footprint in central Florida and adds nearly 100 employees and nine principals to its leadership team.

  • Xendoo Acquires Botkeeper Infinite AI Bookkeeping Platform
    March 3, 2026
    Buyer
    Xendoo
    Target
    Botkeeper (Infinite AI bookkeeping automation platform)
    Seller
    Botkeeper
    Industry
    Accounting & Tax
    Location
    Florida, United States
    Type
    Buyout

    Xendoo announced its strategic acquisition of Botkeeper’s AI-powered bookkeeping automation platform, Infinite. The deal is intended to expand Xendoo’s AI capabilities and broaden access to CPA firms via the Botkeeper platform, while bringing more advanced automation to Xendoo’s existing SMB client base.

  • PKF O'Connor Davies Acquires Topping Kessler & Company
    January 13, 2026
    Buyer
    PKF O'Connor Davies
    Target
    Topping Kessler & Company
    Industry
    Accounting & Tax
    Location
    Florida, United States
    Type
    Buyout

    PKF O'Connor Davies announced that Hollywood, Florida-based Topping Kessler & Company has joined the firm, bringing Topping Kessler's tax, accounting and advisory capabilities and its team of four partners and more than 30 staff into PKF's platform. The combined practice will operate across Hollywood and PKF O'Connor Davies' Fort Lauderdale office, expanding PKF's Florida footprint and service depth following its strategic growth investment from Investcorp and PSP Investments.

  • Doeren Mayhew Acquires Lancaster & Reed LLC
    December 17, 2025
    Buyer
    Doeren Mayhew
    Target
    Lancaster & Reed LLC
    Industry
    Accounting & Tax
    Location
    Florida, United States
    Type
    Buyout

    Doeren Mayhew completed the acquisition of Florida-based Lancaster & Reed LLC (effective Dec. 17, 2025), bringing the Key Biscayne practice and its staff into the Doeren Mayhew brand. The deal gives Doeren Mayhew an entry into the Miami international private client and high-net-worth market and strengthens the firm's international tax and private-client capabilities; Lancaster & Reed co-founders Sherry and Richard Reed will remain with the firm.

  • Ascend Adds Miami-based KSDT to Its Accounting Platform
    September 1, 2025
    Buyer
    Ascend, Alpine Investors
    Target
    KSDT
    Industry
    Accounting & Tax
    Location
    Florida, United States
    Type
    Addon

    Ascend, the PE-backed accounting platform supported by Alpine Investors, completed its largest merger to date by bringing Miami-based KSDT onto its platform effective September 1. The merger adds five offices, 29 partners and 276 professionals to Ascend’s southeastern footprint and integrates KSDT’s India team into Ascend’s offshore captive, Sentient Solutions; terms were not disclosed.

  • Springline Advisory Invests in Fiske Advisory
    January 14, 2025
    Buyer
    Springline Advisory, Trinity Hunt Partners
    Target
    Fiske Advisory LLC
    Industry
    Accounting & Tax
    Location
    Florida, United States
    Type
    Addon

    Springline Advisory, a financial and business advisory platform backed by private equity firm Trinity Hunt Partners, has invested in Fiske Advisory LLC, a South Florida accounting, tax, business valuation and advisory firm headquartered in Plantation, Florida. The transaction expands Springline's advisory footprint and capabilities in South Florida; financial terms were not disclosed.

  • Forvis Mazars Acquires MSL, P.A. to Expand Florida Presence
    November 1, 2024
    Buyer
    Forvis Mazars, LLP
    Target
    MSL, P.A.
    Industry
    Accounting & Tax
    Location
    Florida, United States
    Type
    Buyout

    Forvis Mazars, LLP is expanding its Florida footprint through the acquisition of MSL, P.A., effective November 1. The deal adds approximately 120 professionals (including 14 partners) and three new offices in Orlando, Fort Lauderdale, and Tallahassee, strengthening Forvis Mazars' audit, tax, and consulting capabilities in the state.

  • Citrin Cooperman Acquires Keefe McCullough & Co., LP
    February 6, 2024
    Buyer
    Citrin Cooperman
    Target
    Keefe McCullough & Co., LP
    Industry
    Accounting & Tax
    Location
    Florida, United States
    Type
    Buyout

    Citrin Cooperman has acquired Keefe McCullough & Co., LP (KMC), a Fort Lauderdale-based tax, attest, and business advisory firm, effective February 1, 2024. The deal brings KMC's 11 partners and more than 75 employees (and over $15M in revenue) into Citrin Cooperman as part of a strategic expansion of the firm's Florida presence.

  • TOPS Software Acquires Sharma & Associates, Inc.
    February 23, 2021
    Buyer
    TOPS Software, LLC
    Target
    Sharma & Associates, Inc.
    Industry
    Accounting & Tax
    Location
    Florida, United States
    Type
    Buyout

    TOPS Software, a leading provider of Community Association Management (CAM) SaaS, has acquired Sharma & Associates, Inc., a Fort Lauderdale-based community financial services firm that provides bookkeeping and accounting to condominium and homeowner associations. The deal brings Sharma's financial services team and client portfolio into TOPS, enabling TOPS to offer expanded, integrated financial services to its CAM customers.

  • Mauldin & Jenkins Acquires Plush Smith P.A.
    September 18, 2020
    Buyer
    Mauldin & Jenkins
    Target
    Plush Smith P.A.
    Seller
    Plush Smith P.A., Carla Plush Smith
    Industry
    Accounting & Tax
    Location
    Florida, United States
    Type
    Buyout

    Mauldin & Jenkins, an Atlanta-based accounting and consulting firm, acquired Sarasota-based Plush Smith P.A., expanding its Florida presence and bringing the firm's office count to nine across the Southeast. Plush Smith, led by founder Carla Plush Smith, provides tax, financial reporting and consulting services and sought a succession partner to maintain continuity of client service in the Sarasota market.

  • Ryan Acquires SALT Payroll Consultants
    December 2, 2019
    Buyer
    Ryan
    Target
    SALT Payroll Consultants
    Seller
    Pinpoint Recovery Solutions Corporation
    Industry
    Accounting & Tax
    Location
    Florida, United States
    Type
    Buyout

    Ryan, a global tax services and software provider, has acquired SALT Payroll Consultants, a St. Petersburg-based payroll and employment tax recovery firm owned by Pinpoint Recovery Solutions Corporation. The acquisition strengthens Ryan's Human Capital Tax practice by adding specialized payroll tax recovery expertise, significant Fortune 500/1000 client relationships, and experienced leadership (Kevin Cappock) who will join Ryan as practice leader.

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Frequently Asked Questions

Which buyers appear most often in Florida accounting & tax acquisitions?

Recurring buyers on this page include Doeren Mayhew, TOPS Software, LLC, Mauldin & Jenkins, Xendoo, Citrin Cooperman, PKF O'Connor Davies, Ryan, and Ascend.

What types of capabilities are most commonly expanded in Florida deals?

Transactions frequently highlight growth in areas such as tax, accounting, advisory, and related services (and, in some cases, audit/assurance and business valuation).

Are technology-focused acquisitions part of Florida’s accounting & tax M&A activity?

Yes. The page includes tech and automation themes such as Xendoo’s acquisition of Botkeeper’s Infinite AI bookkeeping platform and TOPS Software’s acquisition of a bookkeeping/accounting services firm for its CAM customers.

Do any acquisitions involve private equity-backed accounting platforms?

Yes. Ascend, supported by Alpine Investors, acquired Miami-based KSDT and integrated its India team into Ascend’s offshore captive, Sentient Solutions.

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