Podcast: Important Phrases to Listen for During M&A Conversations
When you’re talking to another party about a merger or acquisition (M&A), there are going to be things you want to hear and things that...
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Mar 15, 20192 min read
4 Benefits of Becoming a Partner
Especially with the high pressures during tax season, CPAs start to wonder whether they are in the right business! To top it off,...
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Feb 28, 20191 min read
4 Pushbacks in Many CPA Firm Mergers
Two CPA firms are talking. They're having very amicable conversations about doing a merger deal or an acquisition. Then, despite these...
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Feb 5, 20191 min read
Look Ahead: Major Changes in Accounting Firm M&A
Merger and acquisition (M&A) activity among accounting firms has been very prevalent over the past 5 to 10 years. To get a handle on...
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Jan 8, 20191 min read
Expectations of Future Firm Leaders
The path to partnership in a CPA firm is one that firm owners should take some time to focus on and develop. To properly prepare, the...
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Jan 8, 20192 min read
Deal or No Deal? There Is More to M&A Than Negotiating.
Since accountants are so comfortable delving into numbers, it should perhaps be no surprise that, in conversations about firm transfers,...
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Dec 4, 20181 min read
Optimum Strategies Advises on DunlapSLK Firm Merger
Dunlap & Associates PC, in Chalfont, PA, and Seitz, Leatherman & Kolb LLC, in Montgomeryville, PA, are joining forces to create...
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Nov 26, 20181 min read
How Tax Season Affects M&A
For CPA tax practitioners, two general concerns weigh upon the minds of those nearing the time for an exit to retirement: tax season and...
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Oct 29, 20182 min read
Create the Managing Partner Mindset, Part 2: Marketing & Personnel
Whether you are currently a Managing Partner at your firm, aspire to be one, or just want to be the best at what you do, getting into the...
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Oct 29, 20182 min read
Checklist to Create the Managing Partner Mindset, Part 1: Productivity & Profitability
No matter how big or small their CPA firm, a solid Managing Partner thinks about the different aspects of their business, and how to make...
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Oct 24, 20181 min read
3 Roadblocks to CPA Firm Progress
What are the common issues that often hold a CPA firm back from achieving the success they deserve? Optimum Strategies' Chief Operating...
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Sep 26, 20181 min read
2 Unexpected Ways to Get Ready for Tax Season: Assess Ownership and M&A Readiness
CPA firms need to run at peak during tax season. But how do you best get prepared for the busiest season before it starts? Many firm...
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Jun 26, 20181 min read
Setting a High Bar for Successors That Is Achievable
Finding the right successor is an ongoing challenge for CPA firms. Many owners who see a successor coming from another firm – through...
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Jun 25, 20181 min read
Event: Can Your Firm Pass the Merger Readiness Test?
Miami Beach, here we come! Ira Rosenbloom, Chief Operating Executive of Optimum Strategies, will be presenting an educational session at...
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Jun 25, 20182 min read
5 Ways to Boost Firm Value
The hallmark of any successful CPA firm is this: Smart people doing smart things and creating value. Whether you just want to make your...
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Jun 20, 20181 min read
Life After Closing: The Essentials of Living Happily Ever After
Mergers and acquisitions are much like any other marriage. While the courting and planning are exciting stages, the success of the match...
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Jun 20, 20182 min read
6 Tips to Increase Profitability (Without Running Your CPA Firm Ragged)
The current reality? Most accounting firms are in busy mode 10 months of every year. For many, there are now two tax seasons. If the path...
206 views0 comments
Jun 8, 20183 min read
Managing the Fears of CPA Practice Transition
Whether it’s a merger, acquisition, or succession, a successful firm transition requires many factors to align properly. While firm...
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Jun 4, 20181 min read
Podcast: Getting Ready for the M&A Negotiating Table
When entering into merger and acquisition (M&A) discussions, CPA firms tend to focus on valuation and pricing. But there are many other...
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May 21, 20182 min read
What's in Your M&A Playbook?
No two deals are the same because no two firms are the same. But there are standard stages and priorities of any deal that will help you...
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