Wealth Management Firm Buys BerganKDV in ‘First of Its Kind’ Deal
CPA Practice
JUNE 6, 2023
A wealth management firm, which had more than $210 billion in combined assets under management and advisement as of Dec. 31, 2022, went shopping recently and bought itself one of the 100 largest accounting firms in the U.S. Yesterday’s] deal is a first of its kind in the accounting profession!
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