insights for cpa firms

CPA firms looking toward M&A often ask for the best ways to expedite the process. One of the top answers: Metrics. Not only do firms need...

Private equity (PE) is currently one of the hottest topics in the CPA community. Investing in CPA firms is a high strategic planning...

An M&A success story is highly dependent on well-planned transition and integration. In the Fall 2024 issue of the Pennsylvania CPA...

Trying to effectively calculate value is nothing new for CPA firms looking toward M&A. However, these days firms are setting priorities a...

Even when the best plans are in place, M&A deals can get derailed. In this short video, Optimum Strategies' Chief Operating Executive Ira...

Optimum Strategies is happy to announce that Georgia-based Hancock Askew & Co., LLP, has merged in Willeford Group, a tax and accounting...

5 suggestions for sellers looking to maximize their value in an M&A transaction.

Best practices to help buyers beat out their competition in active M&A pursuits.