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10 Questions to Filter M&A Candidates
With the strong M&A activity in the CPA firm community, filtering candidates to find the right fit is extremely important, no matter what...
Feb 17, 20241 min read
Set the M&A Negotiating Table with the Right Expectations
Experience dictates that the parties involved in M&A need to prioritize their expectations of what they want from—and bring to—the deal...
Jan 24, 20241 min read
Stephano Slack Merges in Morgenstern Waxman Ellershaw
Optimum Strategies' clients Stephano Slack, based in Wayne, PA, and Morgenstern Waxman Ellershaw, headquartered in Marlton, NJ, have...
Jan 3, 20241 min read
Stephano Slack Enters South Jersey by Absorbing Marlton CPA Firm
Stephano Slack, one of the region's largest accounting firms offering traditional and specialty accounting services, and planning and...
Dec 21, 20231 min read
Setting the Right Expectations for CPA Firm Deals
All parties in a merger or practice sale are motivated to achieve certain outcomes. The primary ones are tied to finances. When the firms...
Dec 5, 20232 min read
Make-or-Break Questions to Succeed at Transition and Succession
Talent conditions in the CPA community impact firms in many ways. While larger firms may have advantages at times, they too have...
Nov 15, 20232 min read
Herbein Acquires Creese, Smith, Hune & Co.
Optimum Strategies client Herbein & Co., a regional leader accounting firm based in Reading, Pennsylvania, has acquired Creese, Smith,...
Nov 7, 20231 min read
5 Reasons to Consider M&A—Even When Staffing Challenges Both Sides
Combining CPA firms brings all kinds of virtues that have forceful and long-term impact, including on staffing. In a blog published in...
Oct 19, 20231 min read
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