The deal links custody infrastructure with audit-ready reporting as firms face regulatory and capital markets pressure.
Longtime PYA employee David McMillan was named president of the accounting firm and will become CEO, a position Marty Brown is keeping through 2026.
The Top 75 Firm has acquired Scheidel, Sullivan & Lanni CPA, while its subsidiary, Sax Wealth Advisors, acquired Sierra ...
Fireblocks acquires Tres Finance for $130M to integrate accounting tools, creating unified digital assets platform ahead of US tax season.