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How to Gain an Edge in Practice Continuity and M&A Post-Tax Season
Once you get billings caught up and refresh yourselves after tax season, spend time looking at the health of your firm and its future....
Apr 23, 20242 min read
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Winning Continuity Plans for Owners, Clients, and Successors
Successful practice continuity depends on making three parties happy: Clients, firm owners, and the next set of owners, successors, or...
Apr 4, 20241 min read
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How Main Street CPA Firms Can Attract Buyers
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...
Mar 12, 20241 min read
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Use Tax Season to Make M&A Dreams a Reality
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...
Mar 7, 20242 min read
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10 Questions to Filter M&A Candidates
With the strong M&A activity in the CPA firm community, filtering candidates to find the right fit is extremely important, no matter what...
Feb 17, 20241 min read
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Set the M&A Negotiating Table with the Right Expectations
Experience dictates that the parties involved in M&A need to prioritize their expectations of what they want from—and bring to—the deal...
Jan 24, 20241 min read
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Stephano Slack Merges in Morgenstern Waxman Ellershaw
Optimum Strategies' clients Stephano Slack, based in Wayne, PA, and Morgenstern Waxman Ellershaw, headquartered in Marlton, NJ, have...
Jan 3, 20241 min read
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Stephano Slack Enters South Jersey by Absorbing Marlton CPA Firm
Stephano Slack, one of the region's largest accounting firms offering traditional and specialty accounting services, and planning and...
Dec 21, 20231 min read
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Setting the Right Expectations for CPA Firm Deals
All parties in a merger or practice sale are motivated to achieve certain outcomes. The primary ones are tied to finances. When the firms...
Dec 5, 20232 min read
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Make-or-Break Questions to Succeed at Transition and Succession
Talent conditions in the CPA community impact firms in many ways. While larger firms may have advantages at times, they too have...
Nov 15, 20232 min read
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Herbein Acquires Creese, Smith, Hune & Co.
Optimum Strategies client Herbein & Co., a regional leader accounting firm based in Reading, Pennsylvania, has acquired Creese, Smith,...
Nov 7, 20231 min read
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5 Reasons to Consider M&A—Even When Staffing Challenges Both Sides
Combining CPA firms brings all kinds of virtues that have forceful and long-term impact, including on staffing. In a blog published in...
Oct 19, 20231 min read
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Keys to Evaluating Potential to Win at CPA Firm M&A
Successful CPA firm combinations must create advantages for both firms. In weighing a possible M&A transaction, it is essential to assess...
Sep 22, 20232 min read
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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...
Sep 13, 20231 min read
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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...
Sep 5, 20231 min read
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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...
Aug 30, 20232 min read
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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...
Aug 19, 20231 min read
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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....
Aug 8, 20232 min read
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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...
Jul 22, 20231 min read
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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...
Jul 7, 20232 min read
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