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M&A News: Yount, Hyde and Barbour acquiring Glass Jacobson
Yount, Hyde and Barbour, based in Winchester, Virginia, plans to acquire Glass Jacobson PA, a firm in Owings Mills and Rockville,...
May 26, 20221 min read
Dreaming of Succession? Plan to Make Your Dreams Come True.
Transitioning and transferring practices is nothing new to the CPA world, but in this heated merger market, viability and expectations...
May 13, 20221 min read
Aprio Merges in Leaf Saltzman
Aprio, LLP, a nationally recognized business advisory and CPA firm based in Atlanta, has announced a merger with Leaf, Miele, Manganelli,...
Apr 27, 20221 min read
Use the 4 Ps to Achieve Success as a Managing Partner
With the sophisticated technology available and the high level of talent and expertise CPAs and administrative staff both currently...
Apr 11, 20221 min read
5 Best Practices Merger-Minded CPA Firms Must Follow During Tax Season and Beyond
CPA firms commonly earn the bulk of their revenue from calendar year-end and personal tax work performed during busy/tax season. During...
Feb 28, 20222 min read
5 Steps to Make M&A Success Happen This Year
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...
Jan 27, 20222 min read
Baratz & Assoc. Merges In Metter & Co.
Optimum Strategies advised both parties on the merger, which was detailed in Accounting Today December 8, 2021: "Baratz & Associates PA,...
Dec 8, 20211 min read
McCarthy & Company Adds Borislow, Factor & Kauffman
Optimum Strategies advised both parties on the merger, which was detailed in Accounting Today December 8, 2021: "McCarthy & Comp. PC, a...
Dec 8, 20211 min read
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