Family Office of America Expands CPA Roll-Up Strategy

Acquisition of Donald Benson CPA, PA boosts family office services platform

Published on Feb. 12, 2026

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Family Office of America, Inc. (FOFA), a national platform delivering integrated tax, accounting, and family office services, has acquired substantially all of the assets of Donald M. Benson CPA, PA, a Florida-based accounting firm. This acquisition further advances FOFA's strategy to build a scaled, technology-enabled platform through the consolidation of high-quality CPA practices, expanding access to comprehensive family office services.

Why it matters

The acquisition reflects FOFA's disciplined roll-up strategy to partner with well-run, client-focused CPA firms and integrate them into a broader family office platform. This allows FOFA to deliver tax, accounting, and wealth solutions in a more comprehensive and efficient way, while preserving the trusted relationships local firms have built over decades.

The details

The acquisition of Donald Benson CPA, PA follows FOFA's previously announced acquisition of Toone & Associates in Maryland and is part of the company's growing pipeline of targeted CPA firm acquisitions. FOFA is focused on partnering with firms that share a commitment to client service, professional excellence, and long-term value creation. Following the acquisition, Donald Benson will remain involved with the business to ensure a smooth client transition and continuity of service while supporting FOFA's broader growth initiatives with family office services in the region.

  • The acquisition was announced on February 12, 2026.

The players

Family Office of America, Inc. (FOFA)

An emerging national platform delivering integrated tax, accounting, and family office services.

Donald M. Benson CPA, PA

A Florida-based accounting firm serving individuals, families, and closely held businesses that was acquired by FOFA.

Patrick Adams

CEO of Family Office of America.

Rico Conte

Director of Acquisitions at Family Office of America.

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What they’re saying

“We are executing a clear and deliberate strategy to consolidate top-tier CPA firms and integrate them into a broader family office platform.”

— Patrick Adams, CEO of Family Office of America (GlobeNewswire)

“This transaction represents exactly the type of firm we are seeking — well-run, client-focused, and aligned with our long-term vision. Our acquisition pipeline remains active, and we expect continued expansion as we build a national platform capable of competing with much larger players.”

— Rico Conte, Director of Acquisitions at Family Office of America (GlobeNewswire)

What’s next

FOFA plans to continue its acquisition strategy, with an active pipeline of targeted CPA firm acquisitions to further expand its national platform and family office services.

The takeaway

FOFA's disciplined roll-up strategy of acquiring well-run, client-focused CPA firms allows the company to deliver more comprehensive and efficient tax, accounting, and wealth solutions, while preserving the trusted relationships local firms have built over decades.