insights for cpa firms

Aprio, LLP, a nationally recognized business advisory and CPA firm based in Atlanta, has announced a merger with Leaf, Miele, Manganelli,...

CPA firms commonly earn the bulk of their revenue from calendar year-end and personal tax work performed during busy/tax season. During...

In 2021, we worked successfully on M&A with firms ranging from $1.5 to $250 million in annual revenue. Here are five lessons from those...

Optimum Strategies advised both parties on the merger, which was detailed in Accounting Today December 8, 2021: "Baratz & Associates PA,...

Optimum Strategies advised both parties on the merger, which was detailed in Accounting Today December 8, 2021: "McCarthy & Comp. PC, a...

There are a few signs that might spark the beginning of the M&A process for a CPA firm. One of these red flags by itself may not be...

How can CPA firm leaders best identify the right time to pursue a strategic merger? Some of the common signs include: • Your staff's...

This year so far has been a hot time for CPA firm mergers and acquisitions (M&A). Firms in the M&A mindset and process may be in...