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, 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...
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- 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...
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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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- 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...
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- 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...
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- 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...
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- 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...
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- 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...
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- 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...
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- 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...
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- 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...
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- 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.
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- 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....
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- 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...
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