Recent Accounting & Tax Acquisitions in Utah
Acquisition Volume in Accounting & Tax in Utah by Year
Last 5 years
Utah’s accounting and tax deal activity centers on firms expanding local capacity and strengthening specialized advisory capabilities. Across 2022–2026, transactions involve CPA services, outsourced finance and accounting, and forensic/litigation support—often tied to adding teams and expanding service lines.
Several buyers stand out, including Squire, Armanino Advisory LLC and Armanino LLP, Marshall & Stevens, Incorporated, Skylark Private Equity Partners, and CenterOak Partners LLC. The listed deals show a mix of acquisitions (including Squire’s planned purchase of HintonBurdick and Armanino’s entry via Cooper Savas LLC) and an investment/recapitalization model (CenterOak’s majority recapitalization of NOW CFO).
What Stands Out
- Utah-based targets frequently expand a buyer’s footprint within the state, while also extending broader geographic and capability reach.
- Repeated capability themes include tax and accounting services, outsourced finance & accounting for SMBs, and dispute resolution/litigation support.
- PE-backed investment appears alongside traditional firm-to-firm acquisitions, including CenterOak’s majority recapitalization of an outsourced finance platform.
- Specialty tax advisory is represented through Cost Segregation Authority, focused on cost segregation studies for real estate investors.
| Buyer (recurring) | Deal type shown in Utah | Target focus (from summaries) |
|---|---|---|
| Squire | Acquisition | CPA firm expansion and multi-state footprint |
| Armanino Advisory LLC / Armanino LLP | Acquisition | Tax, accounting, assurance & advisory; first Utah entry |
| Marshall & Stevens, Incorporated | Acquisition | Forensic accounting & litigation support |
| CenterOak Partners LLC | Majority recapitalization | Outsourced finance and accounting for SMB clients |
| Skylark Private Equity Partners | Investment to acquire | Cost segregation studies and tax-related services |
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- Buyer
- Squire
- Target
- HintonBurdick
- Industry
- Accounting & Tax
- Location
- Utah, United States
- Type
- Buyout
Squire, a Utah-based accounting firm, announced it will acquire regional CPA firm HintonBurdick. The effective closing date is January 1, 2026, and the combination expands Squire’s footprint across Utah, Arizona, and Nevada while deepening advisory capabilities.
-
- Buyer
- CenterOak Partners LLC
- Target
- NOW CFO
- Industry
- Accounting & Tax
- Location
- Utah, United States
- Type
- Recapitalization
CenterOak Partners, a Dallas-based private equity firm, has completed a majority recapitalization of NOW CFO, a Salt Lake City-based provider of outsourced finance and accounting services focused on SMB clients. CenterOak will support NOW CFO's growth by investing in technology, business development and client engagement and by expanding the company's geographic reach and service offerings; terms were not disclosed.
-
March 26, 2024
- Buyer
- Marshall & Stevens, Incorporated
- Target
- Rocky Mountain Advisory, LLC
- Industry
- Accounting & Tax
- Location
- Utah, United States
- Type
- Buyout
Marshall & Stevens, a national valuation and advisory firm, has acquired Rocky Mountain Advisory, LLC, a Salt Lake City-based forensic accounting and litigation support firm. The acquisition expands Marshall & Stevens' dispute resolution and litigation support capabilities and adds a Salt Lake City office to its national platform.
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September 20, 2023
- Buyer
- Armanino Advisory LLC, Armanino LLP
- Target
- Cooper Savas LLC
- Seller
- Cooper Savas LLC
- Industry
- Accounting & Tax
- Location
- Utah, United States
- Type
- Buyout
Armanino (through Armanino Advisory LLC and Armanino LLP) has acquired the assets of Cooper Savas LLC, a Salt Lake City–based public accounting firm. The deal marks Armanino’s first entry into the Utah market and adds a 35-person team to expand its tax, accounting, assurance and advisory capabilities.
-
- Buyer
- Skylark Private Equity Partners
- Target
- Cost Segregation Authority
- Industry
- Accounting & Tax
- Location
- Utah, United States
- Type
- Buyout
Skylark Private Equity Partners closed an investment to acquire Cost Segregation Authority (CSA), a Lindon, Utah–based provider of cost segregation studies and tax-related services for real estate investors. Skylark said the deal will help scale CSA’s market reach and operational capabilities as part of the firm’s focus on lower middle market, tech-enabled business services in the tax advisory space.
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Frequently Asked Questions
Which Utah accounting and tax subsectors appear in recent deals?
The listed transactions span CPA services, outsourced finance and accounting for SMB clients, forensic accounting and litigation support, and cost segregation studies for real estate investors.
Are the deals limited to CPA firm acquisitions?
No. The page includes both acquisitions and a majority recapitalization—such as CenterOak’s recapitalization of NOW CFO (outsourced finance and accounting).
Which recurring buyers show up across Utah transactions?
Recurring names in the page facts include Squire, Armanino Advisory LLC and Armanino LLP, Marshall & Stevens, Incorporated, Skylark Private Equity Partners, and CenterOak Partners LLC.
Is Utah the only geography mentioned for these transactions?
The deals listed are located in Utah, United States; some summaries also describe broader multi-state footprint expansion as part of the post-deal combination.