insights for cpa firms

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

Optimum Strategies is happy to announce that Georgia-based Hancock Askew & Co., LLP, has merged in Willeford Group, a tax and accounting...

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

Best practices to help buyers beat out their competition in active M&A pursuits.

Ira Rosenbloom outlines key steps to success for CPA firms entering the mergers and acquisitions (M&A) process.

Key questions each side should ask in CPA firm mergers and acquisitions (M&A)

Once you get billings caught up and refresh yourselves after tax season, spend time looking at the health of your firm and its future....

Successful practice continuity depends on making three parties happy: Clients, firm owners, and the next set of owners, successors, or...