Optimum Strategies is pleased to have served as the strategic advisor during the recent practice combination of accounting firms UHY and...

If you are looking towards retirement and internal succession is not an option, you may have a bumpy road ahead in this heated merger...

In the first episode of the M&A Magic podcast, The Merger MasterSM Ira Rosenbloom outlines four critical areas deal-makers anticipate...

Mergers and acquisitions (M&A) can be incredibly advantageous to firms looking to heighten profitability and create longevity and...

CPA firm profitability is a key metric driving any M&A dialogue. However, numbers alone aren't the whole story. Learn how to identify...

How to successfully proceed when exploring accounting firm M&A.

Partner compensation is the perfect gauge for firm success, partner achievement, and partner happiness. Many firms have intricate...

Accounting firms, like most other businesses and consumers, are battling the pressures of inflation. In addition to the common causes of...

Succession has long been a challenge for many accounting firms. While internal succession has been the preference for many practices,...

CPA firms have long relied on internal succession as the key to remaining independent. However, right now, keeping the practice in-house...

There has been a flurry of accounting firm mergers and acquisitions (M&A) already in 2022, and that trend does not look as if it will...

What are the most common obstacles to completing a successful transition? Knowing the common pitfalls in the process can help you prepare...

The complexities of succession are significant no matter whether the route you take is internal or external. Either scenario requires a...

If you're getting ready to enter a discussion about mergers and acquisitions (M&A) with another CPA firm, there are several things you...

Yount, Hyde and Barbour, based in Winchester, Virginia, plans to acquire Glass Jacobson PA, a firm in Owings Mills and Rockville,...

Transitioning and transferring practices is nothing new to the CPA world, but in this heated merger market, viability and expectations...

Aprio, LLP, a nationally recognized business advisory and CPA firm based in Atlanta, has announced a merger with Leaf, Miele, Manganelli,...

With the sophisticated technology available and the high level of talent and expertise CPAs and administrative staff both currently...

CPA firms commonly earn the bulk of their revenue from calendar year-end and personal tax work performed during busy/tax season. During...

In 2021, we worked successfully on M&A with firms ranging from $1.5 to $250 million in annual revenue. Here are five lessons from those...