2 Unexpected Ways to Get Ready for Tax Season: Assess Ownership and M&A Readiness

Updated: Oct 12, 2018

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 leaders take time (the fall and early winter are perfect!) to get ready, and we have created two tools to help them do just that.

  • Partner Pathway Priority Plan. Tax season is the time to put goals and systems in place to drive the performance of the next partners and owners at your firm. Our customized plan will set you and the candidates up for success.

  • M&A Priority Plan. Tax season is put under a microscope during most M&A conversations—no matter what side of the table you’re on. Firms must be ready for all of the issues and concerns that arise during practice combinations. This plan will help drive firm performance even if you’re not thinking of M&A.


You owe it to your firm to optimize to get ready for the busiest time of the year. Our customizable plans will help you and your firm realize the benefits. Contact Optimum Strategies to find out how.

© 2018 Optimum Strategies, LLC

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