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How to Get the Most for Your Firm
Now more than in recent years, CPA firm owners are asking what their firm is worth. In today’s ultra-active M&A climate, the best way to...
Jun 171 min read
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Video: 5 Priorities for Your First M&A Meeting
Whether you're exploring a sale, planning for succession, or evaluating growth through acquisition, your first merger meeting sets the...
May 91 min read
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Video: Benchmarks to Define M&A Success
CPA firms navigating the M&A process often map out combined financial terms, along with integration and transition processes. However,...
Oct 15, 20241 min read
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Video: Data to Drive Positive M&A Negotiations
CPA firms looking toward M&A often ask for the best ways to expedite the process. One of the top answers: Metrics. Not only do firms need...
Oct 9, 20241 min read
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Private Equity: Attraction or Distraction
Private equity (PE) is currently one of the hottest topics in the CPA community. Investing in CPA firms is a high strategic planning...
Sep 26, 20241 min read
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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...
Jul 31, 20241 min read
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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...
Jul 31, 20241 min read
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Video: How to Get the Most for Your CPA Firm
5 suggestions for sellers looking to maximize their value in an M&A transaction.
May 17, 20241 min read
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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.
May 17, 20241 min read
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Video: Mastering the Merger Process
Ira Rosenbloom outlines key steps to success for CPA firms entering the mergers and acquisitions (M&A) process.
May 17, 20241 min read
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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...
Sep 19, 20221 min read
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7 Steps to Pursue When Moving Forward in M&A
How to successfully proceed when exploring accounting firm M&A.
Sep 19, 20221 min read
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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,...
Jul 21, 20221 min read
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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...
Jul 21, 20221 min read
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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...
Jul 1, 20221 min read
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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...
Jun 1, 20221 min read
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Video Podcast: Succession Planning & Developing Talent Early
In this VSCPA Leading Forward video podcast, Maureen Dingus talks with Ira Rosenbloom, CPA, CEO of Optimum Strategies, about developing...
Jun 1, 20211 min read
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Video: The Right Expectations for Firm Managers (CPAFMA webinar)
Optimum Strategies' Ira Rosenbloom was invited to speak at the annual conference of the CPA Firm Managers Association (CPAFMA...
Dec 22, 20201 min read
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Aug 18, 20200 min read
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Aug 15, 20200 min read
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