insights for cpa firms

Tax season is upon us! Keep in mind that many CPA firms will make the bulk of their earnings during the busiest seasons, now and the...

The mergers and acquisition (M&A) market for accounting firms is crowded right now with owners looking to sell their practices and...

Optimum Strategies is pleased to have served as the strategic advisor during the recent practice combination of accounting firms UHY and...

If you are looking towards retirement and internal succession is not an option, you may have a bumpy road ahead in this heated merger...

In the first episode of the M&A Magic podcast, The Merger MasterSM Ira Rosenbloom outlines four critical areas deal-makers anticipate...

Mergers and acquisitions (M&A) can be incredibly advantageous to firms looking to heighten profitability and create longevity and...

CPA firm profitability is a key metric driving any M&A dialogue. However, numbers alone aren't the whole story. Learn how to identify...

How to successfully proceed when exploring accounting firm M&A.