M&A 2/3

ARTICLES, PODCASTS & VIDEOS

Jul 21, 2022
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,...

15 views0 comments

Jul 21, 2022
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...

14 views0 comments

Jul 8, 2022
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...

5 views0 comments

Jul 1, 2022
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...

13 views0 comments

Jun 1, 2022
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...

38 views0 comments

May 26, 2022
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,...

5 views0 comments

Apr 27, 2022
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,...

11 views0 comments

Feb 28, 2022
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...

25 views0 comments

Jan 27, 2022
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...

24 views0 comments

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,...

8 views0 comments

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...

15 views0 comments

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...

8 views0 comments

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...

16 views0 comments

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...

21 views0 comments

Apr 27, 2021
1 min

5 Priorities to Tackle Post-Busy Season

After traditional busy seasons, firms took stock, took a breather and planned for improvements ahead. After the first COVID busy season...

47 views0 comments

Apr 16, 2021
1 min

10 Reasons for an Advocate in M&A

Like your clients, you sometimes need to find an adviser who will be your advocate, will champion your needs objectively, and will...

36 views0 comments

Jan 11, 2021
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...

54 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...

8 views0 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...

33 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...

7 views0 comments