insights for cpa firms

Finding the right successor is an ongoing challenge for CPA firms. Many owners who see a successor coming from another firm – through...

Miami Beach, here we come! Ira Rosenbloom, Chief Operating Executive of Optimum Strategies, will be presenting an educational session at...

The hallmark of any successful CPA firm is this: Smart people doing smart things and creating value. Whether you just want to make your...

Mergers and acquisitions are much like any other marriage. While the courting and planning are exciting stages, the success of the match...

The current reality? Most accounting firms are in busy mode 10 months of every year. For many, there are now two tax seasons. If the path...

Whether it’s a merger, acquisition, or succession, a successful firm transition requires many factors to align properly. While firm...

When entering into merger and acquisition (M&A) discussions, CPA firms tend to focus on valuation and pricing. But there are many other...

No two deals are the same because no two firms are the same. But there are standard stages and priorities of any deal that will help you...