All parties in a merger or practice sale are motivated to achieve certain outcomes. The primary ones are tied to finances. When the firms...

Talent conditions in the CPA community impact firms in many ways. While larger firms may have advantages at times, they too have...

Optimum Strategies client Herbein & Co., a regional leader accounting firm based in Reading, Pennsylvania, has acquired Creese, Smith,...

Combining CPA firms brings all kinds of virtues that have forceful and long-term impact, including on staffing. In a blog published in...

Successful CPA firm combinations must create advantages for both firms. In weighing a possible M&A transaction, it is essential to assess...

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...

Accounting firms that are focused on growing the leadership bench have typically followed a conventional path for partners, which...

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...

The financial and operational success of many accounting firms has been dependent on the results of tax season. In these practices, as...

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....

Ira Rosenbloom was interviewed for The Disruptors podcast, presented by CPA Trendlines. "Today’s buyers are different in many ways than...

M&A and accounting professionals who are deeply entrenched in CPA practice succession know that we are in a buyer's market. Among CPA...

CPA firm M&A has historically been a prime avenue for accounting firm succession. M&A is also a proven mechanism by which the successor...

Mergers and acquisitions (M&A) in the accounting industry are hotter than ever, and all signs point to another active year. They also...

Succession and practice continuity are burning issues for small and mid-sized accounting firms. While there is no one-size-fits-all...

CPA firms often turn to the topic of succession right after busy season. The issue is not a new one, and the answers are never simple....

Strong success provides firms with more options to recruit and train talent, promote leaders, add services, and complete transactions...

The period after tax season is one of the busiest times for CPA firms looking toward mergers and acquisitions. The stronger your tax...

Tax season is upon us! Keep in mind that many CPA firms will make the bulk of their earnings during the busiest seasons, now and the...

The mergers and acquisition (M&A) market for accounting firms is crowded right now with owners looking to sell their practices and...