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 31
- 1 min
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 21
- 1 min
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 17
- 1 min
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 17
- 1 min
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 17
- 1 min
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 12
- 0 min
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 23
- 2 min
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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- Mar 12
- 1 min
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 7
- 2 min
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 17
- 1 min
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 24
- 1 min
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 3
- 1 min
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, 2023
- 1 min
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, 2023
- 2 min
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, 2023
- 2 min
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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- Nov 7, 2023
- 1 min
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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- Oct 19, 2023
- 1 min
5 Reasons to Consider M&A—Even When Staffing Challenges Both Sides
Combining CPA firms brings all kinds of virtues that have forceful and long-term impact, including on staffing. In a blog published in...
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- Sep 22, 2023
- 2 min
Keys to Evaluating Potential to Win at CPA Firm M&A
Successful CPA firm combinations must create advantages for both firms. In weighing a possible M&A transaction, it is essential to assess...
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- Sep 13, 2023
- 1 min
Taking Advantage of the Shrinking Middle Tier of CPA Firms
The bevy of CPA firm M&A in recent years has changed the size and composition of firms in the market. Even private equity firms looking...
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