Apex Accounting and Tax, Inc. Acquires Phases Accounting & Tax Service, Inc.

Aprio Combines with Pontiff + Associates and Elite Tax & Accounting to Expand Denver Presence

December 10, 2024

Accounting & Tax

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.

Capstone Accounting and Tax Adds Keller & Mendoza CPAs to Expand into Colorado

April 15, 2025

Accounting & Tax

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.

DocuPhase Acquires iPayables

March 1, 2023

Software

DocuPhase, a Tampa-based provider of document management and accounting automation and a portfolio company of LoneTree Capital, has acquired iPayables, an enterprise-focused accounts payable (AP) automation solution based in Utah. The acquisition expands DocuPhase's AP and payment automation capabilities, creates cross-sell opportunities into enterprise finance teams, and positions the combined offering as an end-to-end solution for the office of the CFO.

United Capital Financial Advisors Acquires Apexium Financial

November 11, 2025

Financial Services

United Capital Financial Advisors has acquired Apexium Financial LP, adding more than $4 billion in assets under management and expanding United Capital's national presence. The deal strengthens United Capital's advisor base and expands its financial planning-led service model, with legal counsel to Apexium provided by Sidley Austin and Decerno Advisors acting as M&A advisor.

Aprio Acquires CPAsNET

July 26, 2022

Accounting & Tax

Aprio, LLP acquired CPAsNET, a community and alliance of accounting and business consulting firms, expanding Aprio's national firm alliance and offering CPAsNET member firms access to Aprio's specialty services, leadership development, and peer-network resources. The acquisition reinforces Aprio's strategy to provide growth and innovation platforms for small- and mid-sized CPA firms across the United States.

Avantax Acquires SEP Financial Services from Stephen E. Plain

September 26, 2024

Financial Services

Avantax Inc. has acquired SEP Financial Services, the independent advisory practice founded by veteran CPA/advisor Stephen E. Plain, as part of Plain’s succession plan. Approximately $40 million in client assets and the practice will transition to Avantax Planning Partners to ensure continuity of tax‑intelligent financial planning and wealth management for clients.