Tax season puts all CPA firms to the test. It requires that your people, procedures, technology, and client services are all working at...

Many firms will determine—either now or right after tax season—that a merger is a top priority. Whether your firm will be the successor...

2024 was another extremely active year for CPA firm M&A. What we’ve learned from our many years of strategic advising and facilitating...

When it comes to CPA firm M&A, two things remain constant. No matter what changes may come with the players, financial terms, valuation...

CPA firms navigating the M&A process often map out combined financial terms, along with integration and transition processes. However,...

CPA firms looking toward M&A often ask for the best ways to expedite the process. One of the top answers: Metrics. Not only do firms need...

Private equity (PE) is currently one of the hottest topics in the CPA community. Investing in CPA firms is a high strategic planning...

An M&A success story is highly dependent on well-planned transition and integration. In the Fall 2024 issue of the Pennsylvania CPA...

Trying to effectively calculate value is nothing new for CPA firms looking toward M&A. However, these days firms are setting priorities a...

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...

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...