10 Non-Traditional Metrics to Help You Win at M&A
Mergers and acquisitions (M&A) in the accounting industry are hotter than ever, and all signs point to another active year. They also...
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- May 18
- 2 min
10 Immediate Actions to Optimize Firm Succession
Succession and practice continuity are burning issues for small and mid-sized accounting firms. While there is no one-size-fits-all...
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- Apr 27
- 2 min
6 Common Motivators for Internal and External Successors
CPA firms often turn to the topic of succession right after busy season. The issue is not a new one, and the answers are never simple....
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- Feb 20
- 1 min
Data to Drive Excellence and Enhance Recruiting and M&A Options
Strong success provides firms with more options to recruit and train talent, promote leaders, add services, and complete transactions...
6 views0 comments
- Feb 17
- 1 min
Use This Tax Season to Win at M&A
The period after tax season is one of the busiest times for CPA firms looking toward mergers and acquisitions. The stronger your tax...
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- Feb 9
- 2 min
Metrics to Drive Better Tax Season Results and Improve M&A Options
Tax season is upon us! Keep in mind that many CPA firms will make the bulk of their earnings during the busiest seasons, now and the...
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- Jan 18
- 1 min
7 Ways to Optimize a Practice Sale in an M&A Buyers’ Market
The mergers and acquisition (M&A) market for accounting firms is crowded right now with owners looking to sell their practices and...
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- Jan 16
- 1 min
UHY Combines with Ross, Langan & McKendree
Optimum Strategies is pleased to have served as the strategic advisor during the recent practice combination of accounting firms UHY and...
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- Dec 27, 2022
- 1 min
8 Ways for Baby Boomers to Find M&A Happiness
If you are looking towards retirement and internal succession is not an option, you may have a bumpy road ahead in this heated merger...
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- Nov 14, 2022
- 1 min
M&A Magic Podcast: 4 Things Deal-Makers Look for When Making a Deal
In the first episode of the M&A Magic podcast, The Merger MasterSM Ira Rosenbloom outlines four critical areas deal-makers anticipate...
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- Oct 21, 2022
- 1 min
M&A – A Smart Business Model for Smart CPA Firms
Mergers and acquisitions (M&A) can be incredibly advantageous to firms looking to heighten profitability and create longevity and...
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- Sep 19, 2022
- 1 min
The Importance of Profitability in M&A
CPA firm profitability is a key metric driving any M&A dialogue. However, numbers alone aren't the whole story. Learn how to identify...
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- Sep 19, 2022
- 1 min
7 Steps to Pursue When Moving Forward in M&A
How to successfully proceed when exploring accounting firm M&A.
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- Sep 19, 2022
- 1 min
5 Imperatives to Get to the Closing Table
M&A negotiations break down for many reasons. Here are five ways accounting practice owners can ensure they have a comfortable seat at...
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- Sep 19, 2022
- 1 min
4 Things Deal-Makers Look for When Making a Deal
In this short video, Ira Rosenbloom outlines four best practices to help CPA firms successfully move forward in any M&A transaction.
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- Sep 12, 2022
- 2 min
Will Partner Compensation Derail Your M&A Plans?
Partner compensation is the perfect gauge for firm success, partner achievement, and partner happiness. Many firms have intricate...
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- Aug 12, 2022
- 1 min
M&A as a Strategy to Combat Inflation
Accounting firms, like most other businesses and consumers, are battling the pressures of inflation. In addition to the common causes of...
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- Jul 21, 2022
- 1 min
5 Factors That Drive External Successors to Make a Deal
Succession has long been a challenge for many accounting firms. While internal succession has been the preference for many practices,...
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- Jul 21, 2022
- 1 min
4 Factors to Drive a Potential Internal Successor to Say "Yes!"
CPA firms have long relied on internal succession as the key to remaining independent. However, right now, keeping the practice in-house...
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- Jul 8, 2022
- 1 min
5 Priorities in 2022 to Win at M&A
There has been a flurry of accounting firm mergers and acquisitions (M&A) already in 2022, and that trend does not look as if it will...
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