insights for cpa firms

Optimum Strategies client Herbein & Co., a regional leader accounting firm based in Reading, Pennsylvania, has acquired Creese, Smith,...

Combining CPA firms brings all kinds of virtues that have forceful and long-term impact, including on staffing. In a blog published in...

Successful CPA firm combinations must create advantages for both firms. In weighing a possible M&A transaction, it is essential to assess...

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...

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...

Many CPA firms are now hard at work negotiating deals to be effective in the fourth quarter of 2023, or no later than January 1, 2024....

Ira Rosenbloom was interviewed for The Disruptors podcast, presented by CPA Trendlines. "Today’s buyers are different in many ways than...

M&A and accounting professionals who are deeply entrenched in CPA practice succession know that we are in a buyer's market. Among CPA...