The Importance of Profitability in M&A
CPA firm profitability is a key metric driving any M&A dialogue. However, numbers alone aren't the whole story. Learn how to identify...
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- Sep 19
- 1 min
7 Steps to Pursue When Moving Forward in M&A
How to successfully proceed when exploring accounting firm M&A.
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- Sep 19
- 1 min
5 Imperatives to Get to the Closing Table
M&A negotiations break down for many reasons. Here are five ways accounting practice owners can ensure they have a comfortable seat at...
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- Sep 19
- 1 min
4 Things Deal-Makers Look for When Making a Deal
In this short video, Ira Rosenbloom outlines four best practices to help CPA firms successfully move forward in any M&A transaction.
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- Sep 12
- 2 min
Will Partner Compensation Derail Your M&A Plans?
Partner compensation is the perfect gauge for firm success, partner achievement, and partner happiness. Many firms have intricate...
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- Aug 12
- 1 min
M&A as a Strategy to Combat Inflation
Accounting firms, like most other businesses and consumers, are battling the pressures of inflation. In addition to the common causes of...
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- Jul 21
- 1 min
5 Factors That Drive External Successors to Make a Deal
Succession has long been a challenge for many accounting firms. While internal succession has been the preference for many practices,...
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- Jul 21
- 1 min
4 Factors to Drive a Potential Internal Successor to Say "Yes!"
CPA firms have long relied on internal succession as the key to remaining independent. However, right now, keeping the practice in-house...
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- Jul 8
- 1 min
5 Priorities in 2022 to Win at M&A
There has been a flurry of accounting firm mergers and acquisitions (M&A) already in 2022, and that trend does not look as if it will...
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- Jul 1
- 1 min
5 Roadblocks to the M&A Deal
What are the most common obstacles to completing a successful transition? Knowing the common pitfalls in the process can help you prepare...
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- Jun 1
- 1 min
5 Priorities for Your First Merger Meeting
If you're getting ready to enter a discussion about mergers and acquisitions (M&A) with another CPA firm, there are several things you...
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- May 26
- 1 min
M&A News: Yount, Hyde and Barbour acquiring Glass Jacobson
Yount, Hyde and Barbour, based in Winchester, Virginia, plans to acquire Glass Jacobson PA, a firm in Owings Mills and Rockville,...
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- Apr 27
- 1 min
Aprio Merges in Leaf Saltzman
Aprio, LLP, a nationally recognized business advisory and CPA firm based in Atlanta, has announced a merger with Leaf, Miele, Manganelli,...
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- Feb 28
- 2 min
5 Best Practices Merger-Minded CPA Firms Must Follow During Tax Season and Beyond
CPA firms commonly earn the bulk of their revenue from calendar year-end and personal tax work performed during busy/tax season. During...
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- Jan 27
- 2 min
5 Steps to Make M&A Success Happen This Year
In 2021, we worked successfully on M&A with firms ranging from $1.5 to $250 million in annual revenue. Here are five lessons from those...
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- Dec 8, 2021
- 1 min
Baratz & Assoc. Merges In Metter & Co.
Optimum Strategies advised both parties on the merger, which was detailed in Accounting Today December 8, 2021: "Baratz & Associates PA,...
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- Dec 8, 2021
- 1 min
McCarthy & Company Adds Borislow, Factor & Kauffman
Optimum Strategies advised both parties on the merger, which was detailed in Accounting Today December 8, 2021: "McCarthy & Comp. PC, a...
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- Oct 26, 2021
- 1 min
Signs That a Merger Should Be a Priority
There are a few signs that might spark the beginning of the M&A process for a CPA firm. One of these red flags by itself may not be...
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- Oct 22, 2021
- 1 min
Podcast: Recognize the Signs that Your CPA Firm Could Be Ready for a Merger
How can CPA firm leaders best identify the right time to pursue a strategic merger? Some of the common signs include: • Your staff's...
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- Oct 1, 2021
- 2 min
Are You Over-Thinking an M&A Deal?
This year so far has been a hot time for CPA firm mergers and acquisitions (M&A). Firms in the M&A mindset and process may be in...
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