Apex Accounting and Tax, Inc. Acquires Phases Accounting & Tax Service, Inc.
March 2, 2023
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.
- Buyers
- Apex Accounting and Tax, Inc.
- Targets
- Phases Accounting & Tax Service, Inc.
- Sellers
- Debby Miller (Founder of Phases Accounting & Tax Service, Inc.)
- Industry
- Accounting & Tax
- Location
- Colorado, United States
- Transaction Type
- Buyout
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