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NEWS, EVENTS & INSIGHTS

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Practice Management
M&A
Succession & Ownership
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7 days ago
2 min

M&A Is Heating Up in 2021. Get Practical Tips to Get Ready.

There’s no doubt mergers and acquisitions (M&A) are becoming more and more a lifeline for many CPA firms, and the accounting field is see...

11 views0 comments

Nov 21, 2020
1 min

Get Ready for the Next Merger Wave

Between the pandemic, aging CPA firm owners and staffing tensions, many experts anticipate a huge uptick in firm mergers and acquisitions...

1 view0 comments

Aug 28, 2020
2 min

Are You Merger Distancing or Merger Fast-Tracking During COVID?

When it comes to accounting firm mergers, there have always been big fans—and those who want to keep their distance. Life in the COVID-19...

32 views0 comments

Jun 25, 2020
1 min

5 reasons to move into sell mode amid coronavirus

Your accounting firm's partners are all baby boomers, either planning or dreaming about retirement. Every year you ask yourselves: Is thi...

6 views0 comments

May 7, 2020
1 min

How COVID-19 Impacts the Traditional Fears Around CPA Firm M&A

Many CPA firm mergers and practice transfers never get realized because of fear that exists on both sides of the negotiating table. A dea...

3 views0 comments

Feb 4, 2020
1 min

Video: How to Be a Smart Buyer

Ira Rosenbloom, Chief Operating Executive, Optimum Strategies, talks about the necessary steps for CPA firm owners to think about when en...

0 views0 comments

Jan 7, 2020
0 min

Video: How to Get Ready for an External Transition (M&A)

0 views0 comments

Dec 4, 2019
1 min

10 Questions to Ask in an M&A Buyer’s Market

The volume and pace of CPA firm mergers and acquisitions (M&A) over the past 10 years, along with the current age demographics of firm ow...

44 views0 comments

Nov 19, 2019
2 min

A Discerning Firm's Guide to the Buyers' Market

The active M&A market shows no signs of slowing down. Here are 10 quick tips to understand the positives and negatives of the activity.

5 views0 comments

Sep 3, 2019
1 min

Practice Integration Imperatives

Negotiating the terms for a CPA practice transfer or merger is the most important step in setting the stage for a successful transaction....

3 views0 comments

Aug 12, 2019
1 min

Podcast: Financials Are Important, But Don't Forget a Well-Designed Integration

Negotiating the terms for a CPA practice transfer or merger (M&A) is, of course, a very important step to set the stage for a successful ...

0 views0 comments

Apr 16, 2019
1 min

Podcast: Important Phrases to Listen for During M&A Conversations

When you’re talking to another party about a merger or acquisition (M&A), there are going to be things you want to hear and things that m...

0 views0 comments

Feb 28, 2019
1 min

4 Pushbacks in Many CPA Firm Mergers

Two CPA firms are talking. They're having very amicable conversations about doing a merger deal or an acquisition. Then, despite these ea...

11 views0 comments

Feb 5, 2019
1 min

Look 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 tren...

18 views0 comments

Jan 8, 2019
2 min

Deal 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, ...

20 views0 comments

Dec 4, 2018
1 min

Optimum Strategies Advises on DunlapSLK Firm Merger

Dunlap & Associates PC, in Chalfont, PA, and Seitz, Leatherman & Kolb LLC, in Montgomeryville, PA, are joining forces to create DunlapSLK...

40 views0 comments

Nov 26, 2018
1 min

How Tax Season Affects M&A

For CPA tax practitioners, two general concerns weigh upon the minds of those nearing the time for an exit to retirement: tax season and ...

26 views0 comments

Sep 26, 2018
1 min

2 Unexpected Ways to Get Ready for Tax Season: Assess Ownership and M&A Readiness

CPA 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 lead...

40 views0 comments

Jun 20, 2018
1 min

Life After Closing: The Essentials of Living Happily Ever After

Mergers and acquisitions are much like any other marriage. While the courting and planning are exciting stages, the success of the match ...

24 views0 comments

Jun 8, 2018
3 min

Managing the Fears of CPA Practice Transition

Whether it’s a merger, acquisition, or succession, a successful firm transition requires many factors to align properly. While firm owner...

45 views0 comments

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