Parsippany, NJ, March 31, 2026 — SAX Advisory Group LLC (“SAX”), a nationally recognized accounting, tax, and advisory firm, today announced the acquisition of FAZ Forensics, a highly respected forensic accounting, valuation, and litigation support firm. Terms of the transaction were not disclosed.
Effective March 20, 2026, FAZ Forensics joined SAX Advisory Group, further expanding the firm’s valuation, forensic, and litigation support capabilities. The transaction reflects a shared commitment to independence, objectivity, and technical excellence, while enhancing the resources and multidisciplinary expertise available to clients involved in complex disputes, investigations, and advisory matters nationwide.
Founded on decades of forensic accounting, valuation and investigative experience, FAZ Forensics has built a reputation for delivering rigorous, independent analysis in high-stakes financial matters. By joining SAX, FAZ gains access to a broader national platform and expanded technical resources, while preserving the personalized service and trusted client relationships that define its practice.
“The accounting and advisory profession continues to evolve, and clients increasingly demand depth, specialization, and independence alongside scale,” said Joseph Damiano, CEO of SAX Advisory Group. “FAZ Forensics exemplifies the technical rigor and objectivity required in complex forensic engagements. This combination strengthens our ability to serve clients as their most trusted advisor across valuation, forensic, litigation, tax, and advisory services.”
FAZ Forensics adds 18 team members to SAX, including 5 partners, along with two new offices in Saratoga Springs, NY and Boston, MA. With this transaction, SAX now comprises 80 partners and over 500 professionals, with offices across New Jersey, New York, Massachusetts, and Mumbai, India, supported by a remote workforce spanning 28 U.S. states. SAX Wealth Advisors, the firm’s wealth management arm, oversees over $4.8 billion in assets under management, including $1 billion in retirement plan assets*.
This transaction marks SAX’s fourth combination in 2026 and the sixth since its recent minority investment from Cobepa, an independent investment company. The Cobepa partnership continues to accelerate SAX’s strategic growth, expanding its East Coast footprint, enhancing service capabilities, and fostering innovation – while the firm remains proudly independent.
“First and foremost, this was a deliberate decision to align with a firm that shares our values, culture, and uncompromising standards for independence and integrity,” said Stephen Ferraro, Partner of FAZ Forensics. “We look forward to joining SAX partner Megan Sartor and her talented team as SAX Forensics continues providing expert business valuation, forensic accounting, and litigation support services. By combining with SAX Advisory Group, we will significantly expand our capabilities and resources while continuing to deliver the objective, high-quality forensic work our clients rely on.”
About SAX
SAX is a Top 60 accounting, tax, and advisory firm serving the unique needs of privately held companies, family-owned businesses, nonprofit organizations, and high-net-worth individuals. With offices strategically located in Parsippany, NJ; Ewing, NJ; Morganville, NJ; New York City, NY; and Mumbai, India, SAX delivers specialized expertise across its largest vertical markets.
In addition to its tax and assurance capabilities, SAX offers a comprehensive suite of advisory services designed to support clients at every stage of the business lifecycle and throughout the evolving needs of high-net-worth individuals. These services include Wealth Management, Cybersecurity and Managed IT, Investment Banking, Transaction Advisory, HR Consulting, Valuation, Forensic & Litigation Support, and Strategic Business Consulting. SAX has garnered national recognition and has been consistently listed among the Top Accounting Firms by NJBIZ, INSIDE Public Accounting, Accounting Today, and Forbes.
Disclosures
*Includes $3.8B in regulatory assets under management (RAUM) and $1B in assets under advisement (AUA) as of December 31, 2025. Retirement plan assets may include both RAUM and AUA.
“SAX” is the brand name under which Sax LLP and Sax Advisory Group LLC and its subsidiary entities provide professional services. Sax LLP and Sax Advisory Group LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Sax LLP is a licensed independent CPA firm that provides attest services to its clients, and Sax Advisory Group LLC and its subsidiary entities provide tax and business consulting services to their clients. Sax Advisory Group LLC and its subsidiary entities are not licensed CPA firms.