Richey May Merges with WSRP, MKA, Sobul Primes & Schenkel and The Doty Group

Richey May Acquires Wagner Kaplan Duys & Wood

February 13, 2026

Accounting & Tax

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.

Doeren Mayhew Acquires 1RDG, Expands Into New York Market

January 20, 2026

Accounting & Tax

Doeren Mayhew entered the New York market through the acquisition of 1RDG, an advisory firm based in Rochester, New York, effective January 20, 2026. The deal expands Doeren Mayhew’s presence with two new New York offices and adds advisory capabilities spanning compliance, management, audit, tax, outsourced accounting, and client advisory services.

Evermay Wealth Management Merges With Novotny, Larash, Venters & Wolf

February 8, 2026

Wealth Management

Evermay Wealth Management, a fee-only fiduciary RIA based in Arlington, Virginia, has merged with Novotny, Larash, Venters & Wolf (NLVW), a tax preparation and business advisory firm headquartered in Annapolis, Maryland. The deal brings roughly 25 NLVW professionals into Evermay (operating the tax practice as Evermay Tax LLC under Brandon Wolf, CPA, CFP) and expands Evermay’s capabilities to provide integrated wealth, tax, and business advisory services to NLVW’s ~1,000 clients.

Citrin Cooperman Acquires Maier Markey & Justic LLP

May 2, 2024

Accounting & Tax

Citrin Cooperman has acquired Maier Markey & Justic LLP (MMJ), a White Plains, New York-based CPA firm, adding four partners and a team of professionals to expand its NYC metro footprint. The acquisition strengthens Citrin Cooperman's Business Process Outsourcing (BPO) capabilities and broadens its service offerings in outsourced accounting, controllership, CFO, HR, and tax services.

EP Wealth Advisors Acquires Rappaport Reiches Capital Management

July 26, 2025

Wealth Management

EP Wealth Advisors has entered a strategic partnership to bring Chicago-based Rappaport Reiches Capital Management (RRCM) into its platform, adding over $1.2 billion in assets under management and 15 team members. RRCM founders Shari Greco Reiches and David Rappaport will become partners and regional directors at EP Wealth as the firm deepens its Chicago presence and expands its planning-led capabilities.

Cherry Bekaert Acquires PKF Mueller and Mueller dotKonnect

October 19, 2023

Accounting & Tax

Cherry Bekaert has acquired PKF Mueller, a full-service CPA and advisory firm, along with its related BPO business Mueller dotKonnect to strengthen the firm's presence in the Chicago market. The deal expands Cherry Bekaert's service capabilities by adding outsourced accounting, payroll and finance transformation services while bringing PKF Mueller's Illinois and Sarasota offices into Cherry Bekaert's national platform.