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SAX acquires Scheidel, Sullivan & Lanni CPA and Sierra in US
Yahoo Finance· 2026-01-08 11:08
US-headquartered accounting, tax and advisory practice SAX has acquired Scheidel, Sullivan & Lanni CPA (SSL) and Sierra Financial Advisors (Sierra) for an undisclosed sum. Under the deal, Sierra Financial Advisors, the company’s wealth management arm, has moved into SAX Wealth Advisors, a wholly owned subsidiary of SAX. The combination aims to expand SAX’s existing offering across tax, accounting, advisory and wealth management services. SSL offers long-standing experience and a partner-led service mod ...