insights for cpa firms

In most CPA firms, the problem isn’t having too many people—it’s having too many clients and too much work piled on too few people. That overload makes every succession conversation harder, every promotion conversation messier, and every merger less attractive. Episode 1 is about using profitability as the lever to relieve that pressure. Ira walks listeners through how firms can: Get serious about which clients they accept and keep, so capacity stops being consumed by the wro

Now more than in recent years, CPA firm owners are asking what their firm is worth. In today’s ultra-active M&A climate, the best way to...

Whether you're exploring a sale, planning for succession, or evaluating growth through acquisition, your first merger meeting sets the...

CPA firms navigating the M&A process often map out combined financial terms, along with integration and transition processes. However,...

CPA firms looking toward M&A often ask for the best ways to expedite the process. One of the top answers: Metrics. Not only do firms need...

Private equity (PE) is currently one of the hottest topics in the CPA community. Investing in CPA firms is a high strategic planning...

Trying to effectively calculate value is nothing new for CPA firms looking toward M&A. However, these days firms are setting priorities a...

Even when the best plans are in place, M&A deals can get derailed. In this short video, Optimum Strategies' Chief Operating Executive Ira...