Sequoia Financial Group, a wealth management firm based in Ohio, plans to acquire the wealth management division of Eide Bailly, a leading accounting and advisory firm in North Dakota. By allowing for a collaboration that broadens service offerings, this acquisition, expected to close in Q4 2024, will position both firms to better cater to the complex wealth management needs of their clients, with additional growth expectations in the western US markets.
Akron, Ohio-based Sequoia Financial Group, a prominent wealth management firm with over $19.3 billion in assets under management, has announced plans to acquire the wealth management division of Fargo, N.D.-based Eide Bailly, a leading accounting and advi...
Subscribe now for $199 and get unlimited access to MYCPE ONE, from CPE credits to insights Magazine
📢MYCPE ONE Insights has a newsletter on LinkedIn as well! If you want the sharpest analysis of all accounting and finance news without the jargon, Insights is the place to be! Click Here to Join
Scale Your Accounting Firm the Smart Way with MYCPE ONE!
Your Trusted Offshore Partner for CPAs and Accounting Firms.
Struggling to scale? Let MYCPE ONE’s offshore accounting team help you grow faster and more efficiently.
With 500,000+ vetted professionals across 40 offices in 2 countries, we provide you access to top talent and advanced technology, all while handling the hiring process for you.
Trusted by 3,000+ firms, including 45+ BDO Alliance Firms and 40+ of the Top 200 Accounting Firms!
Experience MYCPE ONE at its best! Upgrade your browser for a more interactive, user-friendly interface, and stay ahead in your professional development journey.