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...

Whether you're exploring a sale, planning for succession, or evaluating growth through acquisition, your first merger meeting sets the...

CPA firms navigating the M&A process often map out combined financial terms, along with integration and transition processes. However,...

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...

Private equity (PE) is currently one of the hottest topics in the CPA community. Investing in CPA firms is a high strategic planning...

Trying to effectively calculate value is nothing new for CPA firms looking toward M&A. However, these days firms are setting priorities a...

Even when the best plans are in place, M&A deals can get derailed. In this short video, Optimum Strategies' Chief Operating Executive Ira...

5 suggestions for sellers looking to maximize their value in an M&A transaction.

Best practices to help buyers beat out their competition in active M&A pursuits.

Ira Rosenbloom outlines key steps to success for CPA firms entering the mergers and acquisitions (M&A) process.

CPA firm profitability is a key metric driving any M&A dialogue. However, numbers alone aren't the whole story. Learn how to identify...

How to successfully proceed when exploring accounting firm M&A.

Succession has long been a challenge for many accounting firms. While internal succession has been the preference for many practices,...

CPA firms have long relied on internal succession as the key to remaining independent. However, right now, keeping the practice in-house...

What are the most common obstacles to completing a successful transition? Knowing the common pitfalls in the process can help you prepare...

If you're getting ready to enter a discussion about mergers and acquisitions (M&A) with another CPA firm, there are several things you...

In this VSCPA Leading Forward video podcast, Maureen Dingus talks with Ira Rosenbloom, CPA, CEO of Optimum Strategies, about developing...

Optimum Strategies' Ira Rosenbloom was invited to speak at the annual conference of the CPA Firm Managers Association (CPAFMA...