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10 Questions to Ask During Your PE Conversation

We are living at a time when—if you are not being contacted by a PE group or broker on behalf of PE—you need to scratch your head and wonder why! PE continues to disrupt and continues to modify the scale of acquisitions. Bigger is still better; generally, firms with annual volume of $3-$5 million are at the low end of PE targets. M&A—whether PE-driven or not—is not the answer for every firm. But every firm should be ready with the right questions to properly conduct first-pha

Nov 4, 20252 min read

HBK Expands New York Metro Presence with Acquisition of KHS

HBK, a leading accounting and advisory firm, announced today the acquisition of Konner, Harbus and Schwartz, PC (KHS), a boutique accounting firm based in Paramus, New Jersey. \ The transaction, closing at the end of October, will establish the firm’s newest office location in Northern New Jersey. Ira Rosenbloom of Optimum Strategies advised both firms on the transaction. Find more information: HBK website Accounting Today (login required)

Oct 24, 20251 min read

The Big Benefits of Being a $5M-$10M Firm

Consolidation is reshaping the accounting firm landscape. M&A, private equity, capital investment, and other moves have led to the disappearance of many independent, local CPA firms — especially those with 20 to 50 team members or $5 million to $10 million in annual sales. Ironically, these are the firms that many acquirers seek! In a recent Accounting Today article (login required) , Ira Rosenbloom explained why being a $5 million to $10 million firm is a sweet spot not onl

Oct 21, 20251 min read