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Stephano Slack Enters South Jersey by Absorbing Marlton CPA Firm
Stephano Slack, one of the region's largest accounting firms offering traditional and specialty accounting services, and planning and...
Dec 21, 20231 min read


Setting the Right Expectations for CPA Firm Deals
All parties in a merger or practice sale are motivated to achieve certain outcomes. The primary ones are tied to finances. When the firms...
Dec 5, 20232 min read


Make-or-Break Questions to Succeed at Transition and Succession
Talent conditions in the CPA community impact firms in many ways. While larger firms may have advantages at times, they too have...
Nov 15, 20232 min read


Herbein Acquires Creese, Smith, Hune & Co.
Optimum Strategies client Herbein & Co., a regional leader accounting firm based in Reading, Pennsylvania, has acquired Creese, Smith,...
Nov 7, 20231 min read


5 Reasons to Consider M&A—Even When Staffing Challenges Both Sides
Combining CPA firms brings all kinds of virtues that have forceful and long-term impact, including on staffing. In a blog published in...
Oct 18, 20231 min read


Keys to Evaluating Potential to Win at CPA Firm M&A
Successful CPA firm combinations must create advantages for both firms. In weighing a possible M&A transaction, it is essential to assess...
Sep 21, 20232 min read


Taking Advantage of the Shrinking Middle Tier of CPA Firms
The bevy of CPA firm M&A in recent years has changed the size and composition of firms in the market. Even private equity firms looking...
Sep 12, 20231 min read


Steps to Reduce Stress and Create M&A Advantage this Tax Season
Tax season tests CPA firms of all sizes. It is never too soon to be ready for tax season, and while each season takes on a character of...
Aug 29, 20232 min read
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