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Creating Financial & Operational Advantages 

Client accounting firms across Pennsylvania, southern New Jersey, Delaware, Maryland, and Virginia turn to Optimum Strategies for CPA firm M&A and accounting practice succession planning expertise in several specialty areas.


Practice Effectiveness & Profitability
  • Strategic planning, prioritization, and implementation

  • Leading indicators and metrics

  • Departmental engineering, restructuring, and optimizing

  • Compensation systems 

  • Staff and leadership retreats

  • Managing Partner and firm leadership coaching and development plans 

  • Service and process efficiency and performance


Ownership & Succession Planning
  • Structuring ownership financial terms

  • Developing the ownership profile

  • Defining Partner level performance expectations

  • Customizing the pathways for internal succession

  • Modeling compensation plans to reward progress and ownership

  • Updating and proposing necessary partnership/ownership agreement provisions

  • Mentoring for the management mindset

  • Setting goals and workable accountability


Other Areas of Expertise

Projects We Perform

Performance Optimization Study
A confidential, customized action plan to take inventory of your practice and provide an objective analysis of the firm's key performance indicators (KPIs), standing in the marketplace, and recommended actions to generate performance progress and create strategic advantages.
Practice Diagnostic Project

Designed to evaluate the profitability, operational performance, strategic direction, and management of a CPA firm, a Practice Diagnostic Project typically includes one-on-one conferences with the owners, administrative leaders, and senior staff; study of KPIs; review of client protocols and grading; review of marketing and sales materials; analysis of billing and collection policies; and a review of the compensation model and job descriptions.

Pathway to Ownership Planning
An interactive discovery and discussion experience facilitated through an immersive candidate retreat to support the promotion and advancement of appropriate candidates. Includes a customized action plan. 
Strategic Advancement Plan/Retreats

Focus on the firm's vision and business priorities, build team consensus around a path forward, work through challenges and create opportunities for the future. We facilitate the process with targeted information-gathering and analysis, team-building retreats, and an action plan with timelines and recommendations customized for each firm.

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Build your practice's potential.

Find out how Optimum Strategies can put your firm on the best path to success.

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