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...
NEWS, EVENTS & INSIGHTS
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- Jul 21
- 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
- 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
- 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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- Jul 1
- 1 min
5 Roadblocks to the M&A Deal
What are the most common obstacles to completing a successful transition? Knowing the common pitfalls in the process can help you prepare...
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- Jun 10
- 2 min
5 Priorities Common to Internal and External Successors
The complexities of succession are significant no matter whether the route you take is internal or external. Either scenario requires a...
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- Jun 1
- 1 min
5 Priorities for Your First Merger Meeting
If you're getting ready to enter a discussion about mergers and acquisitions (M&A) with another CPA firm, there are several things you...
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- May 26
- 1 min
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,...
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- May 13
- 1 min
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...
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- Apr 27
- 1 min
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,...
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- Apr 11
- 1 min
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...
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- Feb 28
- 2 min
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...
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- Jan 27
- 2 min
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...
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- Dec 8, 2021
- 1 min
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,...
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- Dec 8, 2021
- 1 min
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...
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- Oct 26, 2021
- 1 min
Signs That a Merger Should Be a Priority
There are a few signs that might spark the beginning of the M&A process for a CPA firm. One of these red flags by itself may not be...
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- Oct 22, 2021
- 1 min
Podcast: Recognize the Signs that Your CPA Firm Could Be Ready for a Merger
How can CPA firm leaders best identify the right time to pursue a strategic merger? Some of the common signs include: • Your staff's...
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- Oct 22, 2021
- 1 min
Live the Succession Process
Developing and cultivating the next generation of leaders and owners is a crucial part of any healthy CPA practice. While succession in...
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- Oct 1, 2021
- 2 min
Are You Over-Thinking an M&A Deal?
This year so far has been a hot time for CPA firm mergers and acquisitions (M&A). Firms in the M&A mindset and process may be in...
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- Jun 1, 2021
- 1 min
How COVID Has Changed Succession Planning for Accounting Firms
COVID continues to impact society and the world. The pandemic has created tragedies and difficulties, and has changed the way we approach...
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