Once you get billings caught up and refresh yourselves after tax season, spend time looking at the health of your firm and its future....

Successful practice continuity depends on making three parties happy: Clients, firm owners, and the next set of owners, successors, or...

While there are more than 46,000 public accounting firms in the U.S., most of these are not mega-firms; they are practices that each...

Many a Managing Partner will find getting through tax season a bit easier by dreaming about a merger after tax season. It takes a lot to...

With the strong M&A activity in the CPA firm community, filtering candidates to find the right fit is extremely important, no matter what...

Experience dictates that the parties involved in M&A need to prioritize their expectations of what they want from—and bring to—the deal...

Optimum Strategies' clients Stephano Slack, based in Wayne, PA, and Morgenstern Waxman Ellershaw, headquartered in Marlton, NJ, have...

Stephano Slack, one of the region's largest accounting firms offering traditional and specialty accounting services, and planning and...

All parties in a merger or practice sale are motivated to achieve certain outcomes. The primary ones are tied to finances. When the firms...

Talent conditions in the CPA community impact firms in many ways. While larger firms may have advantages at times, they too have...

Optimum Strategies client Herbein & Co., a regional leader accounting firm based in Reading, Pennsylvania, has acquired Creese, Smith,...

Combining CPA firms brings all kinds of virtues that have forceful and long-term impact, including on staffing. In a blog published in...

Successful CPA firm combinations must create advantages for both firms. In weighing a possible M&A transaction, it is essential to assess...

The bevy of CPA firm M&A in recent years has changed the size and composition of firms in the market. Even private equity firms looking...

Accounting firms that are focused on growing the leadership bench have typically followed a conventional path for partners, which...

Tax season tests CPA firms of all sizes. It is never too soon to be ready for tax season, and while each season takes on a character of...

The financial and operational success of many accounting firms has been dependent on the results of tax season. In these practices, as...

Many CPA firms are now hard at work negotiating deals to be effective in the fourth quarter of 2023, or no later than January 1, 2024....

Ira Rosenbloom was interviewed for The Disruptors podcast, presented by CPA Trendlines. "Today’s buyers are different in many ways than...

M&A and accounting professionals who are deeply entrenched in CPA practice succession know that we are in a buyer's market. Among CPA...