Video: Benchmarks to Define M&A Success
CPA firms navigating the M&A process often map out combined financial terms, along with integration and transition processes. However,...
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Oct 91 min read
Video: Data to Drive Positive M&A Negotiations
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...
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Sep 261 min read
Private Equity: Attraction or Distraction
Private equity (PE) is currently one of the hottest topics in the CPA community. Investing in CPA firms is a high strategic planning...
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Jul 311 min read
Video: Computing CPA Firm Value for 2024 Transactions
Trying to effectively calculate value is nothing new for CPA firms looking toward M&A. However, these days firms are setting priorities a...
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Jul 311 min read
Video: How to Avoid 5 Common M&A Deal Roadblocks
Even when the best plans are in place, M&A deals can get derailed. In this short video, Optimum Strategies' Chief Operating Executive Ira...
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May 211 min read
Clients Announce Merger Advised by Optimum Strategies
Optimum Strategies is happy to announce that Georgia-based Hancock Askew & Co., LLP, has merged in Willeford Group, a tax and accounting...
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May 171 min read
Video: How to Get the Most for Your CPA Firm
5 suggestions for sellers looking to maximize their value in an M&A transaction.
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May 171 min read
Video: How CPA Firms Buyers Get What They Want in M&A
Best practices to help buyers beat out their competition in active M&A pursuits.
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May 171 min read
Video: Mastering the Merger Process
Ira Rosenbloom outlines key steps to success for CPA firms entering the mergers and acquisitions (M&A) process.
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May 110 min read
Critical Questions to Determine M&A Viability
Key questions each side should ask in CPA firm mergers and acquisitions (M&A)
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Apr 222 min read
How to Gain an Edge in Practice Continuity and M&A Post-Tax Season
Once you get billings caught up and refresh yourselves after tax season, spend time looking at the health of your firm and its future....
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Apr 31 min read
Winning Continuity Plans for Owners, Clients, and Successors
Successful practice continuity depends on making three parties happy: Clients, firm owners, and the next set of owners, successors, or...
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Mar 111 min read
How Main Street CPA Firms Can Attract Buyers
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...
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Mar 72 min read
Use Tax Season to Make M&A Dreams a Reality
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...
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Feb 171 min read
10 Questions to Filter M&A Candidates
With the strong M&A activity in the CPA firm community, filtering candidates to find the right fit is extremely important, no matter what...
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Jan 241 min read
Set the M&A Negotiating Table with the Right Expectations
Experience dictates that the parties involved in M&A need to prioritize their expectations of what they want from—and bring to—the deal...
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Jan 31 min read
Stephano Slack Merges in Morgenstern Waxman Ellershaw
Optimum Strategies' clients Stephano Slack, based in Wayne, PA, and Morgenstern Waxman Ellershaw, headquartered in Marlton, NJ, have...
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Dec 21, 20231 min read
Stephano Slack Enters South Jersey by Absorbing Marlton CPA Firm
Stephano Slack, one of the region's largest accounting firms offering traditional and specialty accounting services, and planning and...
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Dec 5, 20232 min read
Setting the Right Expectations for CPA Firm Deals
All parties in a merger or practice sale are motivated to achieve certain outcomes. The primary ones are tied to finances. When the firms...
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Nov 15, 20232 min read
Make-or-Break Questions to Succeed at Transition and Succession
Talent conditions in the CPA community impact firms in many ways. While larger firms may have advantages at times, they too have...
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