Cade & Associates Expands with Acquisition of Gary D. Morgan, CPA, P.A.

Deal News | Apr 22, 2025 | EIN

Cade & Associates Expands with Acquisition of Gary D. Morgan, CPA, P.A.

Cade & Associates, a prominent full-service accounting firm in Salisbury, North Carolina, has announced the acquisition of Gary D. Morgan, CPA, P.A., a well-regarded accounting firm known for its personalized financial solutions. This strategic acquisition is a major milestone for both firms, aiming to expand the range of services while maintaining the exceptional service standard that clients have appreciated. Gary D. Morgan, CPA, P.A. has established a reputation for assisting small businesses and individuals through financial challenges. The acquisition ensures that Morgan will continue with Cade & Associates, along with all former employees, ensuring a seamless transition. Cade & Associates offers expertise in accounting, taxation, and other financial services, supporting businesses from startups to established corporations. This move not only expands their team but also aligns their commitment to providing high-quality, personalized accounting and financial services.

Sectors

  • Accounting Services
  • Financial Advisory

Geography

  • United States – Both Cade & Associates and Gary D. Morgan, CPA, P.A. operate in the United States, specifically serving areas around Salisbury, NC.
  • North Carolina – The article specifically mentions the services and business operations focused in Salisbury, Concord, Kannapolis, and surrounding areas within North Carolina.

Industry

  • Accounting Services – The article primarily involves accounting firms, focused on the expansion and provision of diversified accounting and financial planning services.
  • Financial Advisory – Both firms involved specialize in providing financial solutions, tax planning, and advisory services to businesses and individuals.

Financials

    Participants

    NameRoleTypeDescription
    Cade & AssociatesBidding CompanyCompanyA full-service accounting firm based in Salisbury, NC, offering a wide range of accounting, bookkeeping, and tax planning services.
    Gary D. Morgan, CPA, P.A.Target CompanyCompanyA trusted accounting firm providing personalized financial solutions to small businesses and individuals in North Carolina.
    Dr. Jason CadePersonPeopleAn executive at Cade & Associates, involved in the announcement of the acquisition.