insights for cpa firms

While there are more than 46,000 public accounting firms in the U.S., most of these are not mega-firms; they are practices that each...

Many a Managing Partner will find getting through tax season a bit easier by dreaming about a merger after tax season. It takes a lot to...

With the strong M&A activity in the CPA firm community, filtering candidates to find the right fit is extremely important, no matter what...

Experience dictates that the parties involved in M&A need to prioritize their expectations of what they want from—and bring to—the deal...

Optimum Strategies' clients Stephano Slack, based in Wayne, PA, and Morgenstern Waxman Ellershaw, headquartered in Marlton, NJ, have...

Stephano Slack, one of the region's largest accounting firms offering traditional and specialty accounting services, and planning and...

All parties in a merger or practice sale are motivated to achieve certain outcomes. The primary ones are tied to finances. When the firms...

Talent conditions in the CPA community impact firms in many ways. While larger firms may have advantages at times, they too have...