SSC CPAs + Advisors Acquires Harrison Henderson PLLC

Merit Financial Advisors Acquires SSC Wealth LLC

January 20, 2026

Wealth Management

Merit Financial Advisors has acquired SSC Wealth LLC, the wealth management division of SSC CPAs + Advisors, adding approximately $259.6 million in AUM and transferring the advisory business, assets, and four employees to Merit. The deal formalizes a strategic partnership between Merit and SSC CPAs + Advisors to deepen coordination between wealth management and advanced tax planning for high-net-worth clients and business owners.

Schellman Acquires Scott S. Perry, CPA PLLC

January 24, 2022

Professional Services

Tampa-based Schellman has acquired Bellevue-based Scott S. Perry, CPA PLLC to expand its crypto and Web3 digital trust practice. Scott Perry will join Schellman's leadership team as the firm integrates his expertise in certificate authority audits and related trust technologies.

Blankenship CPA Group Acquires 323 Advisors

March 25, 2021

Accounting & Tax

Blankenship CPA Group, PLLC has acquired 323 Advisors, a consulting affiliate of Staffing as a Mission, adding founders/consultants Kelvin Ault and Leigh Ann Vernich to its consulting practice. The deal expands Blankenship’s advisory capabilities and deepens its consulting bench as the firm grows its service offerings across its Tennessee offices.

SAX Acquires Scheidel, Sullivan & Lanni CPA LLC and Sierra Financial Advisors, LLC

January 7, 2026

Accounting & Tax

SAX (SAX Advisory Group) acquired Scheidel, Sullivan & Lanni CPA LLC (SSL) and Sierra Financial Advisors, LLC effective January 4, 2026; Sierra’s wealth management business was integrated into SAX Wealth Advisors, a wholly owned subsidiary. The acquisition expands SAX’s accounting, tax, advisory and wealth management capabilities, bringing the firm to 73 partners and close to 400 team members and enhancing SAX Wealth Advisors’ footprint (approximately 20 wealth advisors and over $4.5 billion AUM).

Doeren Mayhew Acquires TBK CPA, PLLC

November 17, 2025

Accounting & Tax

Doeren Mayhew has acquired Houston-based TBK CPA, PLLC, with the transaction effective Nov. 17, 2025. The acquisition adds nearly 35 employees and brings TBK partners into Doeren Mayhew's leadership team, strengthening Doeren Mayhew's Houston footprint and expanding its tax advisory capabilities.

CBIZ Acquires Non-Attest Assets of Somerset CPAs and Advisors

February 1, 2023

Accounting & Tax

CBIZ, Inc. acquired the non-attest assets of Somerset CPAs and Advisors, adding approximately $55 million of revenue and 250 employees to CBIZ’s business. Concurrently, Mayer Hoffman McCann P.C. (an independent CPA firm that works closely with CBIZ) acquired Somerset’s attest assets; the transaction expands CBIZ’s presence into the Indianapolis market and broadens its service capabilities.