Taking Advantage of the Shrinking Middle Tier of CPA Firms
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...
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ARTICLES, PODCASTS & VIDEOS
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- Sep 5, 2023
- 1 min
Are You Ready for the Fractional Partner?
Accounting firms that are focused on growing the leadership bench have typically followed a conventional path for partners, which...
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- Aug 30, 2023
- 2 min
Steps to Reduce Stress and Create M&A Advantage this Tax Season
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...
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- Aug 19, 2023
- 1 min
6 Steps to Elevate Tax Season from Good to Great
The financial and operational success of many accounting firms has been dependent on the results of tax season. In these practices, as...
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- Aug 8, 2023
- 2 min
5 Keys to Strong M&A Integration and Succession
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....
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- Jul 22, 2023
- 1 min
With M&A, Nobody Wants a Fixer-Upper (CPA Trendlines podcast)
Ira Rosenbloom was interviewed for The Disruptors podcast, presented by CPA Trendlines. "Today’s buyers are different in many ways than...
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- Jul 7, 2023
- 2 min
10 Realistic Priorities for CPA Firm Buyers
M&A and accounting professionals who are deeply entrenched in CPA practice succession know that we are in a buyer's market. Among CPA...
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- Jun 9, 2023
- 2 min
M&A Deals Today Must Make CPA Firms Better Businesses
CPA firm M&A has historically been a prime avenue for accounting firm succession. M&A is also a proven mechanism by which the successor...
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- May 18, 2023
- 1 min
10 Non-Traditional Metrics to Help You Win at M&A
Mergers and acquisitions (M&A) in the accounting industry are hotter than ever, and all signs point to another active year. They also...
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- May 18, 2023
- 2 min
10 Immediate Actions to Optimize Firm Succession
Succession and practice continuity are burning issues for small and mid-sized accounting firms. While there is no one-size-fits-all...
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- Apr 27, 2023
- 2 min
6 Common Motivators for Internal and External Successors
CPA firms often turn to the topic of succession right after busy season. The issue is not a new one, and the answers are never simple....
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- Feb 20, 2023
- 1 min
Data to Drive Excellence and Enhance Recruiting and M&A Options
Strong success provides firms with more options to recruit and train talent, promote leaders, add services, and complete transactions...
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- Feb 17, 2023
- 1 min
Use This Tax Season to Win at M&A
The period after tax season is one of the busiest times for CPA firms looking toward mergers and acquisitions. The stronger your tax...
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- Feb 9, 2023
- 2 min
Metrics to Drive Better Tax Season Results and Improve M&A Options
Tax season is upon us! Keep in mind that many CPA firms will make the bulk of their earnings during the busiest seasons, now and the...
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- Jan 18, 2023
- 1 min
7 Ways to Optimize a Practice Sale in an M&A Buyers’ Market
The mergers and acquisition (M&A) market for accounting firms is crowded right now with owners looking to sell their practices and...
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- Jan 16, 2023
- 1 min
UHY Combines with Ross, Langan & McKendree
Optimum Strategies is pleased to have served as the strategic advisor during the recent practice combination of accounting firms UHY and...
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- Dec 27, 2022
- 1 min
8 Ways for Baby Boomers to Find M&A Happiness
If you are looking towards retirement and internal succession is not an option, you may have a bumpy road ahead in this heated merger...
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- Nov 14, 2022
- 1 min
M&A Magic Podcast: 4 Things Deal-Makers Look for When Making a Deal
In the first episode of the M&A Magic podcast, The Merger MasterSM Ira Rosenbloom outlines four critical areas deal-makers anticipate...
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- Oct 21, 2022
- 1 min
M&A – A Smart Business Model for Smart CPA Firms
Mergers and acquisitions (M&A) can be incredibly advantageous to firms looking to heighten profitability and create longevity and...
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- Sep 19, 2022
- 1 min
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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