| Sfj II LLC | Brewster, NY | Other Accounting Services | Acquisition | Sep 29, 2026 | $763K |
| Blue Flame Accounting LLC | Queen Creek, AZ | Other Accounting Services | Acquisition | Sep 16, 2026 | $500K |
| 8Point Advisors, LLC | Huntington Beach, CA | Other Accounting Services | Acquisition | Sep 14, 2026 | $1.1M |
| Raritan Holdings LLC | Everett, WA | Other Accounting Services | Acquisition | Sep 11, 2026 | $1.3M |
| Entitled Tax & Consulting. Inc. | Marysville, MI | Other Accounting Services | Acquisition | Sep 9, 2026 | $812K |
| State and Local Tax Advisors, LLC | Knoxville, TN | Other Accounting Services | Acquisition | Sep 2, 2026 | $500K |
| Otm Accounting Inc | Matthews, NC | Other Accounting Services | Acquisition | Aug 21, 2026 | $2.6M |
| NorthArc Partners PLLC | Schaumburg, IL | Other Accounting Services | Acquisition | Jul 20, 2026 | $680K |
| HYL Partners, LLC | Santa Clara, CA | Other Accounting Services | Acquisition | Jul 15, 2026 | $686K |
| Hyland Finance & Operations, LLC | Raleigh, NC | Other Accounting Services | Acquisition | Jul 7, 2026 | $522K |
| Global Strategies Holdings LLC | Houston, TX | Other Accounting Services | Acquisition | Jun 30, 2026 | $1.4M |
| Trace Advisory Group LLC | Encino, CA | Other Accounting Services | Acquisition | Jun 22, 2026 | $899K |
| A & B Professional Service, Inc. | Oklahoma City, OK | Other Accounting Services | Acquisition | Jun 4, 2026 | $1.2M |
| Bennett & Company LLC | Chesterfiled, MI | Other Accounting Services | Acquisition | May 27, 2026 | $1.1M |
| FinAccurate LLC | Woburn, MA | Other Accounting Services | Acquisition | Apr 30, 2026 | $2.5M |
| Rachel Dauchy Bookkeeping, LLC | Bloomfield Hills, MI | Other Accounting Services | Acquisition | Feb 24, 2026 | $1.1M |
| Empyrean CPAs, P.C. | Spring City, PA | Other Accounting Services | Acquisition | Feb 23, 2026 | $1.6M |
| NJ Tax Advisers & Accountants LLP | Philadelphia, PA | Other Accounting Services | Acquisition | Feb 12, 2026 | $628K |
| API Accounting, Tax & Advisory, Inc. | Concord, CA | Other Accounting Services | Acquisition | Jan 29, 2026 | $3.2M |
| SFBG OpCo LLC | Roseville, CA | Other Accounting Services | Acquisition | Jan 12, 2026 | $936K |
| Mission First Operations, LLC | Franklin, TN | Other Accounting Services | Acquisition | Jan 5, 2026 | $1.9M |
| Cta-Az, LLC | Phoenix, AZ | Other Accounting Services | Acquisition | Nov 25, 2025 | $816K |
| It All Adds Up Accounting and Tax 2 LLC | Baxter, MN | Other Accounting Services | Acquisition | Sep 30, 2025 | $802K |
| Narms LLC | Chesterfield, MO | Other Accounting Services | Acquisition | Sep 29, 2025 | $540K |
| Accrue CPA & Advisory Group, APC | Bakersfield, CA | Other Accounting Services | Acquisition | Sep 19, 2025 | $1.5M |
| Pretty Penny LLC | Dallas, TX | Other Accounting Services | Acquisition | Aug 13, 2025 | $900K |
| Financial Fitness, PLLC | Goodyear, AZ | Other Accounting Services | Acquisition | Jul 18, 2025 | $1.9M |
| JM Accounting Group Inc. | Dallas, TX | Other Accounting Services | Acquisition | May 29, 2025 | $985K |
| Modern Tax & Financial Services P.C. | Torrington, CT | Other Accounting Services | Acquisition | May 23, 2025 | $775K |
| Tadhana Ventures LLC | Rancho Cucamonga, CA | Other Accounting Services | Acquisition | May 21, 2025 | $1.7M |
| Money Maven, LLC | Severance, CO | Other Accounting Services | Acquisition | May 16, 2025 | $897K |
| JDK2 LLC | Lafayette, CA | Other Accounting Services | Acquisition | May 6, 2025 | $765K |
| MetroPractice | Rockville, MD | Other Accounting Services | Acquisition | May 2, 2025 | $2.8M |
| Capone & Associates LLC | Wilmington, NC | Other Accounting Services | Expansion | Apr 22, 2025 | $1.5M |
| Compound Advisory Partners Inc. | Teaneck, NJ | Other Accounting Services | Acquisition | Mar 25, 2025 | $2.2M |
| Certified Pro Advisors, LLC | Memphis, TN | Other Accounting Services | Acquisition | Mar 5, 2025 | $616K |
| NC Business Group | Auburn, CA | Other Accounting Services | Acquisition | Feb 25, 2025 | $950K |
| G2 Business Solutions, LLC | Fayetteville, NC | Other Accounting Services | Acquisition | Feb 18, 2025 | $985K |
| Saginaw Valley Tax & Accounting Services PC | Bay City, MI | Other Accounting Services | Acquisition | Jan 24, 2025 | $972K |
| Santa Ynez Valley Tax Professionals Inc | Carpinteria, CA | Other Accounting Services | Acquisition | Dec 27, 2024 | $500K |
| Rain City Accounting and Finance, PLLC | Seattle, WA | Other Accounting Services | Acquisition | Dec 23, 2024 | $675K |
| Akn Accounting | Salem, OR | Other Accounting Services | Acquisition | Dec 13, 2024 | $500K |
| Dunamis Holdings Corp. | Loveland, OH | Other Accounting Services | Acquisition | Dec 5, 2024 | $2.7M |
| Wealth Compass Tax & Accounting Inc. | Carlsbad, CA | Other Accounting Services | Acquisition | Nov 13, 2024 | $950K |
| MTEK Holding Corporation | Madison, MS | Other Accounting Services | Acquisition | Oct 29, 2024 | $998K |
| Centerbridge Accounting and Tax LLC | Seattle, WA | Other Accounting Services | Acquisition | Oct 22, 2024 | $525K |
| Tax Edge, Inc. | Grand Junction, CO | Other Accounting Services | Acquisition | Oct 16, 2024 | $668K |
| Ascent Accounting & Tax, LLC | Port Angeles, WA | Other Accounting Services | Acquisition | Oct 2, 2024 | $795K |
| Number Nerds Inc. | San Diego, CA | Other Accounting Services | Acquisition | Oct 1, 2024 | $504K |
| Red Rock Consulting and Tax, LLC | Lake Havasu City, AZ | Other Accounting Services | Acquisition | Aug 16, 2024 | $2.6M |
| Brito,Soberon & Associates, Inc | Hialeah, FL | Other Accounting Services | Acquisition | Aug 16, 2024 | $1.4M |
| Llum LLC | Encino, CA | Other Accounting Services | Acquisition | Jul 23, 2024 | $2.5M |
| CAP3 | Wilmington, NC | Other Accounting Services | Acquisition | Jul 11, 2024 | $3.3M |
| Dynamic Accounting, LLC | Fargo, ND | Other Accounting Services | Acquisition | May 31, 2024 | $775K |
| D&G Accounting, LLC | Colorado Springs, CO | Other Accounting Services | Acquisition | May 29, 2024 | $946K |
| Varc Solutions, LLC | Friendswood, TX | Other Accounting Services | Acquisition | Apr 26, 2024 | $4.8M |
| Las Vegas Professional Tax LLC | Las Vegas, NV | Other Accounting Services | Acquisition | Apr 2, 2024 | $614K |
| Balancing, Inc. | Hermosa Beach, CA | Other Accounting Services | Acquisition | Feb 2, 2024 | $785K |
| Great Lakes Tax Group LLC | Castilla, OH | Other Accounting Services | Acquisition | Nov 30, 2023 | $1.2M |
| Proven Financial Services, LLC | Woods Cross, UT | Other Accounting Services | Acquisition | Nov 11, 2023 | $2.4M |
| Quest Growth Partners LLC | Davidson, NC | Other Accounting Services | Acquisition | Nov 7, 2023 | $1.9M |
| Accudata Accounting Advisors | Irvine, CA | Other Accounting Services | Acquisition | Oct 28, 2023 | $1.6M |
| VB Consolidated Corp | Port Orange, FL | Other Accounting Services | Acquisition | Oct 28, 2023 | $644K |
| Better Accounting Advisors LLC | North Chesterfield, VA | Other Accounting Services | Acquisition | Oct 4, 2023 | $664K |