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, 2022
- 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, 2022
- 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, 2022
- 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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- 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,...
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- 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...
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- 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...
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- 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...
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- Jun 1, 2021
- 1 min
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...
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- Dec 22, 2020
- 1 min
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...
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- Aug 15, 2020
- 0 min
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- Aug 4, 2020
- 1 min
Video: 3 Roadblocks to CPA Firm Progress
Sure, staffing and lack of a succession plan are common answers to the question, "What's holding your accounting firm back?" But, beyond...
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- Jul 10, 2020
- 1 min
Video: Dealing with Firm Transitions, Planned and Unplanned
If your accounting practice is changing leadership or ownership--whether suddenly in a crisis or in a planned exit or succession--here...
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