News

Maxwell Advisors Joins Crete, Expanding California Footprint

Maxwell Advisors, a tax-focused firm known for deep expertise and long-standing client relationships, has joined Crete Professionals Alliance. The partnership expands Crete’s presence in California and enhances Maxwell’s ability to meet growing demand through access to technology, global delivery, and a national network.

Think Advisors’ R&D Tax Credit Practice Joins Crete

Think Advisors’ R&D Tax Credit Services Practice Joins Crete Professionals Alliance, Expanding Specialized Capabilities Across the Network

BFJ Joins Crete Professionals Alliance, Reuniting with Former Partner

Adding a strong Midwest anchor and expanding national capabilities through a culture-first partnership.

Bowers Advisors Joins Crete Professionals Alliance

This partnership strengthens statewide coverage across New York and advances regional growth.

Force 10 Partners Joins Crete Professionals Alliance

Expanding Crete’s Advisory Capabilities into Corporate Restructuring

Reid Advisors Expands Multi-State Presence Through Crete Partnership

Partnership with Crete Allows Reid to Scale Growth Across New York and Into the Southeast.

Crete Expands Midwest Footprint with Mellott & Mellott

Mellott & Mellott Joins Crete Professionals Alliance, Strengthening Crete’s Growing Midwest Footprint in a Market Built on Community, Industry, and Trust

Legacy Valuations & Forensics Expands Specialized Offerings at Crete

Legacy joins the Crete Network and expands valuations capabilities in the Northeast.

Northstar Financial Diversifies Crete's Niche Industry Offerings

Beverly Hills Based Northstar provides CFO services to cannabis, construction and e-commerce businesses.

Welcoming Cross Financial: Crete's First Wealth Management Partner

Cross Financial Joins Crete Professionals Alliance, Expanding National Network and Enhancing Client Capabilities

Crete Hits 30 with Hawaii’s Accuity

Crete celebrates its 30th partnership with Accuity, marking its expansion beyond the continental U.S. and into the vibrant business community of Hawaii.

DC-Based TKR Joins Crete

Crete Professionals Alliance Welcomes TKR to Its Growing Network, Advancing Real Estate Capabilities and Establishing a Foothold in the Nation’s Capital

CWDL Rebrands as Advisent, Joins Crete

CA and AZ Based Firm Adds Banking and Education Expertise.

Welcoming Adeptus Advisors to the Crete Family

We’re proud to welcome Adeptus Advisors—a coast-to-coast firm with rarefied clientele, deep expertise, and a consultative approach—to Crete Professionals Alliance.

Crete Expands Southeast Footprint with new Alliance Addition, Mauldin Vaught

Adding another state to Crete's expanding national presence, Mauldin Vaught, based in Fayetteville, Arkansas joins our network of firms.

Cabrillo Advisors Joins Crete Professionals Alliance, Expanding National Network and Enhancing Client Capabilities

Crete expands its California footprint and adds valuation services by partnering with San Diego-based Cabrillo Advisors.

The Power of Local Level Rollover Equity

Josh Funk, Chief Development Officer at Crete Professionals Alliance, joins the Everything CPA and Private Equity podcast to share how his journey from firm owner to PE-backed leader is transforming how CPA firms grow, scale, and lead in today’s market.

Crete’s $500M AI Investment: Steve Stagner Joins the FinTech Leaders Podcast

Crete CEO Steve Stagner tells Miguel Armaza why AI—like the printing press, production line, and internet before it—will transform the profession for those bold enough to embrace it.

Building the Firm of the Future: Crete’s Growth Story Highlighted by Reuters

At Crete, we’ve grown to $300M+ in revenue and 20+ firm partnerships by combining the entrepreneurial strength of local firms with the scale, resources, and innovation of a national platform—backed by Thrive Capital, ZBS Partners, and Bessemer Venture Partners.