insights for cpa firms

Ira Rosenbloom outlines key steps to success for CPA firms entering the mergers and acquisitions (M&A) process.

Key questions each side should ask in CPA firm mergers and acquisitions (M&A)

Once you get billings caught up and refresh yourselves after tax season, spend time looking at the health of your firm and its future....

While there are more than 46,000 public accounting firms in the U.S., most of these are not mega-firms; they are practices that each...

Many a Managing Partner will find getting through tax season a bit easier by dreaming about a merger after tax season. It takes a lot to...

With the strong M&A activity in the CPA firm community, filtering candidates to find the right fit is extremely important, no matter what...

Experience dictates that the parties involved in M&A need to prioritize their expectations of what they want from—and bring to—the deal...

Optimum Strategies' clients Stephano Slack, based in Wayne, PA, and Morgenstern Waxman Ellershaw, headquartered in Marlton, NJ, have...