Platform Accounting adds Keystone Advisor Group

Platform Accounting Group building in Holladay, Utah
Platform Accounting Group building in Holladay, Utah

Platform Accounting Group, a firm based in Holladay, Utah, has added Keystone Advisor Group, formerly known as Heckman & Laudeman, in Orwigsburg, Pennsylvania, expanding the private equity-funded firm's presence in the Northeast and increasing its locations to 16 states.

Financial terms of the deal were not disclosed. Keystone has two partners and 21 staff members. It has been in practice for more than 30 years. This is Platform's first location in Pennsylvania.

Keystone specializes in preparing financial reports for businesses, especially in the construction, dentistry, healthcare, law firms, manufacturing, hospitality, veterinarian and real estate sectors.

"Our mission, as a successful accounting firm and trusted advisor, is to provide clients with high-quality professional accounting services that empower them to make informed financial decisions to achieve their business goals," said Bill Heckman, partner at Keystone Advisor Group, in a statement Thursday. "We are excited to offer Platform's resources to our employees and clients."

Platform Accounting Group has more than doubled in size each year over the past seven years, and has close to 1,000 employees across 16 states 

"By joining forces with Platform Accounting Group, we are positioning ourselves to better serve our clients, expand our capabilities, and create new opportunities for our valuable team," said Keystone Advisor Group partner Dave Laudeman in a statement. "We look forward to building upon what we have built over the last 30 years and what the future holds as we combine our strengths and resources to create a stronger, more innovative firm."

Last month, Platform added AKM Advisors, a firm based in New York. Last December, it added Midwest Advisors, formerly known as Philip+Rae & Associates, in Naperville, Illinois, and Crossroads Advisors, formerly Peachin Schwartz + Weingardt, in Indianapolis. In 2023, the firm acquired and rebranded several firms in California, including Alpert & King and R.O.A.D in Thousand Oaks, JHS in Danville and Anaheim, and Hamilton & Co. in Modesto. Last year, it received an $85 million funding round led by Cynosure Group of Salt Lake City. 

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