insights for cpa firms

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...

5 suggestions for sellers looking to maximize their value in an M&A transaction.