Dec 4, 20191 min10 Questions to Ask in an M&A Buyer’s MarketThe volume and pace of CPA firm mergers and acquisitions (M&A) over the past 10 years, along with the current age demographics of firm owners, has created wh...
Nov 19, 20192 minA Discerning Firm's Guide to the Buyers' MarketThe active M&A market shows no signs of slowing down. Here are 10 quick tips to understand the positives and negatives of the activity.
Feb 28, 20191 min4 Pushbacks in Many CPA Firm MergersTwo CPA firms are talking. They're having very amicable conversations about doing a merger deal or an acquisition. Then, despite these early good vibes, one ...
Feb 5, 20191 minLook Ahead: Major Changes in Accounting Firm M&A Merger and acquisition (M&A) activity among accounting firms has been very prevalent over the past 5 to 10 years. To get a handle on trends in this area, Acc...
Jan 8, 20192 minDeal or No Deal? There Is More to M&A Than Negotiating.Since accountants are so comfortable delving into numbers, it should perhaps be no surprise that, in conversations about firm transfers, sales, or mergers (M...
Dec 4, 20181 minOptimum Strategies Advises on DunlapSLK Firm MergerDunlap & Associates PC, in Chalfont, PA, and Seitz, Leatherman & Kolb LLC, in Montgomeryville, PA, are joining forces to create DunlapSLK, effective Jan. 2, ...
Nov 26, 20182 minHow Tax Season Affects M&AFor CPA tax practitioners, two general concerns weigh upon the minds of those nearing the time for an exit to retirement: tax season and the landscape for me...
Sep 26, 20181 min2 Unexpected Ways to Get Ready for Tax Season: Assess Ownership and M&A ReadinessCPA firms need to run at peak during tax season. But how do you best get prepared for the busiest season before it starts? Many firm leaders take time (the f...
Jun 20, 20181 minLife After Closing: The Essentials of Living Happily Ever AfterMergers and acquisitions are much like any other marriage. While the courting and planning are exciting stages, the success of the match comes once the parti...
Jun 8, 20183 minManaging the Fears of CPA Practice TransitionWhether it’s a merger, acquisition, or succession, a successful firm transition requires many factors to align properly. While firm owners will usually creat...
Jun 4, 20181 minPodcast: Getting Ready for the M&A Negotiating TableWhen entering into merger and acquisition (M&A) discussions, CPA firms tend to focus on valuation and pricing. But there are many other crucial elements that...
May 21, 20182 minWhat's in Your M&A Playbook? No two deals are the same because no two firms are the same. But there are standard stages and priorities of any deal that will help you succeed at CPA firm ...
Jan 8, 20181 minHerbein Adds Gable Peritz MishkinReading-based Herbein + Company Inc., one of the largest regional accounting firms in Pennsylvania, found the perfect merger partner with Gable Peritz Mishki...
Dec 1, 20171 minGlass Jacobson grows reach with acquisition of small Rockville firmGlass Jacobson Financial Group has acquired a small accounting firm in Rockville, MD, growing its footprint in Montgomery County. Optimum Strategies helped b...
