Herbein Acquires Creese, Smith, Hune & Co.
Optimum Strategies client Herbein & Co., a regional leader accounting firm based in Reading, Pennsylvania, has acquired Creese, Smith,...
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ARTICLES, PODCASTS & VIDEOS
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- Aug 8
- 2 min
5 Keys to Strong M&A Integration and Succession
Many CPA firms are now hard at work negotiating deals to be effective in the fourth quarter of 2023, or no later than January 1, 2024....
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- Jul 22
- 1 min
With M&A, Nobody Wants a Fixer-Upper (CPA Trendlines podcast)
Ira Rosenbloom was interviewed for The Disruptors podcast, presented by CPA Trendlines. "Today’s buyers are different in many ways than...
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- Jul 7
- 2 min
10 Realistic Priorities for CPA Firm Buyers
M&A and accounting professionals who are deeply entrenched in CPA practice succession know that we are in a buyer's market. Among CPA...
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- Jun 9
- 2 min
M&A Deals Today Must Make CPA Firms Better Businesses
CPA firm M&A has historically been a prime avenue for accounting firm succession. M&A is also a proven mechanism by which the successor...
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- May 18
- 1 min
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...
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- 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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