Video: Benchmarks to Define M&A Success
CPA firms navigating the M&A process often map out combined financial terms, along with integration and transition processes. However,...
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Oct 91 min read
Video: Data to Drive Positive M&A Negotiations
CPA firms looking toward M&A often ask for the best ways to expedite the process. One of the top answers: Metrics. Not only do firms need...
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Sep 261 min read
Private Equity: Attraction or Distraction
Private equity (PE) is currently one of the hottest topics in the CPA community. Investing in CPA firms is a high strategic planning...
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Jul 311 min read
Video: Computing CPA Firm Value for 2024 Transactions
Trying to effectively calculate value is nothing new for CPA firms looking toward M&A. However, these days firms are setting priorities a...
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Jul 311 min read
Video: How to Avoid 5 Common M&A Deal Roadblocks
Even when the best plans are in place, M&A deals can get derailed. In this short video, Optimum Strategies' Chief Operating Executive Ira...
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May 171 min read
Video: How to Get the Most for Your CPA Firm
5 suggestions for sellers looking to maximize their value in an M&A transaction.
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May 171 min read
Video: How CPA Firms Buyers Get What They Want in M&A
Best practices to help buyers beat out their competition in active M&A pursuits.
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May 171 min read
Video: Mastering the Merger Process
Ira Rosenbloom outlines key steps to success for CPA firms entering the mergers and acquisitions (M&A) process.
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Sep 19, 20221 min read
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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Sep 19, 20221 min read
7 Steps to Pursue When Moving Forward in M&A
How to successfully proceed when exploring accounting firm M&A.
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Jul 21, 20221 min read
5 Factors That Drive External Successors to Make a Deal
Succession has long been a challenge for many accounting firms. While internal succession has been the preference for many practices,...
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Jul 21, 20221 min read
4 Factors to Drive a Potential Internal Successor to Say "Yes!"
CPA firms have long relied on internal succession as the key to remaining independent. However, right now, keeping the practice in-house...
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Jun 30, 20221 min read
5 Roadblocks to the M&A Deal
What are the most common obstacles to completing a successful transition? Knowing the common pitfalls in the process can help you prepare...
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Jun 1, 20221 min read
5 Priorities for Your First Merger Meeting
If you're getting ready to enter a discussion about mergers and acquisitions (M&A) with another CPA firm, there are several things you...
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May 31, 20211 min read
Video Podcast: Succession Planning & Developing Talent Early
In this VSCPA Leading Forward video podcast, Maureen Dingus talks with Ira Rosenbloom, CPA, CEO of Optimum Strategies, about developing...
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Dec 22, 20201 min read
Video: The Right Expectations for Firm Managers (CPAFMA webinar)
Optimum Strategies' Ira Rosenbloom was invited to speak at the annual conference of the CPA Firm Managers Association (CPAFMA...
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Aug 14, 20200 min read
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Aug 3, 20201 min read
Video: 3 Roadblocks to CPA Firm Progress
Sure, staffing and lack of a succession plan are common answers to the question, "What's holding your accounting firm back?" But, beyond...
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Jul 9, 20201 min read
Video: Dealing with Firm Transitions, Planned and Unplanned
If your accounting practice is changing leadership or ownership--whether suddenly in a crisis or in a planned exit or succession--here...
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