Accounting & Tax Acquisitions in Pennsylvania
Pennsylvania Accounting & Tax Deal Themes
Pennsylvania accounting and tax acquisitions across 2023–2026 show a clear pattern: established firms grow by adding teams, strengthening regional presence, and deepening specialized services. Transactions highlighted here range from local boutique CPA operations to larger national accounting platforms expanding into new geographies within the state.
Across deals, recurring buyer names include LBMC, Brown Plus, PKF O'Connor Davies, Marsico Financial Group, Barsz Gowie Amon & Fultz LLC (BGA&F), and Pamlico Capital. Targets span employee benefit plan audit specialists, regional CPA firms, and outsourced accounting providers—often with integration plans to maintain service continuity in Pennsylvania communities.
Deal narratives frequently emphasize expanded capabilities (such as employee benefit plan audit, bookkeeping/payroll, and industry coverage) alongside geographic clustering in areas like the Greater Philadelphia region, Lancaster/Central Pennsylvania, and the Beaver/Pittsburgh area. Financial terms were not disclosed in the transactions listed.
What Stands Out
- LBMC expanded its northeastern footprint through the acquisition of Torrillo & Associates, adding employee benefit plan audit capabilities.
- Brown Plus will acquire Ross Buehler Falk & Company, LLP (RBF) to strengthen its presence in the Lancaster and Central Pennsylvania region.
- PKF O'Connor Davies added Rainer & Company to deepen capabilities across industries including construction, real estate, manufacturing, and employee retirement plans.
- Marsico Financial Group acquired Care Accounting to grow bookkeeping, payroll, tax, and financial reporting services in the Beaver/Pittsburgh area.
- Barsz Gowie Amon & Fultz LLC (BGA&F) merged with William E. Howe & Co. to extend reach across the Greater Philadelphia area.
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January 21, 2026
- Buyer
- LBMC
- Target
- Torrillo & Associates
- Industry
- Accounting & Tax
- Location
- Pennsylvania, United States
- Type
- Buyout
Brentwood-headquartered accounting and business consulting firm LBMC has acquired Torrillo & Associates, a Glen Mills, Pennsylvania-based specialist in employee benefit plan audits. Torrillo will operate as LBMC Philadelphia, expanding LBMC's northeastern footprint and strengthening its employee benefit plan audit capabilities; financial terms were not disclosed.
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January 1, 2026
- Buyer
- Brown Plus
- Target
- Ross Buehler Falk & Company, LLP
- Seller
- Jeffrey Bleacher
- Industry
- Accounting & Tax
- Location
- Pennsylvania, United States
- Type
- Addon
Brown Plus, an accounting and advisory firm, will acquire Ross Buehler Falk & Company, LLP (RBF) effective January 1, 2026. The merger adds 24 team members and is intended to strengthen Brown Plus’s presence in the Lancaster and Central Pennsylvania region. RBF will operate as Brown Plus starting the effective date, with plans to retain the RBF Lancaster office through the end of the 2026 tax season for integration.
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October 8, 2025
- Buyer
- Cherry Bekaert
- Target
- Herbein + Company, Inc.
- Industry
- Accounting & Tax
- Location
- Pennsylvania, United States
- Type
- Buyout
Cherry Bekaert announced its intent to acquire Herbein + Company, Inc., a Pennsylvania-based CPA advisory firm, in a transaction expected to close later in October 2025. The deal is designed to expand Cherry Bekaert’s reach into Pennsylvania and broaden service offerings across key industries.
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June 2, 2025
- Buyer
- PKF O'Connor Davies
- Target
- Rainer & Company
- Industry
- Accounting & Tax
- Location
- Pennsylvania, United States
- Type
- Buyout
PKF O'Connor Davies announced the addition of Philadelphia-area Rainer & Company into its national accounting, tax and advisory platform. The four-shareholder firm—with 25 staff—will expand PKF O'Connor Davies' regional presence and deepen capabilities across industries including construction, real estate, manufacturing and employee retirement plans.
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January 29, 2025
- Buyer
- Marsico Financial Group
- Target
- Care Accounting
- Industry
- Accounting & Tax
- Location
- Pennsylvania, United States
- Type
- Buyout
Marsico Financial Group has acquired Care Accounting, a Beaver Falls, Pennsylvania-based accounting firm. The deal (financial terms undisclosed) creates a combined 17-employee team and expands Marsico's bookkeeping, payroll, tax and financial reporting capabilities while bringing its advisory services to clients in the Beaver/Pittsburgh area.
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December 2, 2024
- Buyer
- Barsz Gowie Amon & Fultz LLC (BGA&F)
- Target
- William E. Howe & Co.
- Industry
- Accounting & Tax
- Location
- Pennsylvania, United States
- Type
- Buyout
Barsz Gowie Amon & Fultz LLC (BGA&F), a full-service accounting and advisory firm, has merged with William E. Howe & Co., effective December 2, 2024. The transaction brings William E. Howe's 13-member team into BGA&F, expanding the combined firm's capabilities and geographic reach across the Greater Philadelphia area.
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November 15, 2023
- Buyer
- Pamlico Capital
- Target
- Your Part-Time Controller, LLC
- Industry
- Accounting & Tax
- Location
- Pennsylvania, United States
- Type
- Growth capital
Pamlico Capital has made a strategic growth investment in Your Part-Time Controller, LLC (YPTC), a Philadelphia-headquartered outsourced accounting firm serving nonprofit organizations. Founder Eric Fraint will retire in early 2024 but remain a significant shareholder and board member, while Jennifer Alleva will become CEO; Fairmount Partners served as exclusive financial advisor and terms were not disclosed.
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Frequently Asked Questions
Which recurring acquirers appear in Pennsylvania accounting & tax deals?
Common buyer names in the listed transactions include LBMC, Brown Plus, PKF O'Connor Davies, Marsico Financial Group, Barsz Gowie Amon & Fultz LLC (BGA&F), and Pamlico Capital.
What kinds of accounting services show up most often in these Pennsylvania acquisitions?
Employee benefit plan audit capabilities are a featured theme, alongside bookkeeping/payroll, tax, financial reporting, and broader advisory services in the transactions listed.
Where are these deals clustered geographically within Pennsylvania?
Several deals emphasize regional presence across Pennsylvania, including the Greater Philadelphia area, Lancaster/Central Pennsylvania, and the Beaver/Pittsburgh area.
Are financial terms disclosed for these transactions?
For the acquisitions summarized here, financial terms were not disclosed.