Mergers, Acquisitions (M&A)
& Other Transitions
Readiness assessments, acquisition optimization studies, firm matching, valuation analysis, deal negotiation strategies, integration assistance for CPA firm M&A buyers and sellers.
Ownership Planning
Accounting practice succession options and implementation, leadership mentoring and development, compensation, governance.
Practice Management & Effectiveness
Firm accountability, efficiency, performance improvement, profitability enhancement to create a competitive advantage for CPA firm M&A.
EXPERTISE
CLIENTS
Ira Rosenbloom, The Merger & Succession Solver, Chief Operating Executive of Optimum Strategies, is a CPA firm merger expert specializing in the Mid-Atlantic region. CPA firm leaders in Philadelphia, Baltimore, Richmond, and Washington, DC rely on Optimum Strategies to provide the market-proven insights and tactics needed to make firms of $1 million to $20 million stronger and better positioned for success in accounting practice succession planning and CPA firm M&A.
CPA Firm Mergers & Acquisitions.
Succession. Performance.
How Optimum Strategies
optimizes your advantage:
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Real-time market knowledge
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Strong industry connections
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Proven negotiating expertise
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Track record of financial results
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Time-saving analytics
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Work exclusively with CPA firm M&A expert Ira Rosenbloom, The Merger & Succession Solver℠
GAME-CHANGERS FOR SELLERS
Carve-outs ◆ Look-backs ◆ Replacement revenues ◆ Ceilings/Floors ◆ Minimums ◆ Laddered results ◆ Accountability ◆ Job descriptions ◆ Penalties ◆ Transition hurdle points
GAME-CHANGERS FOR BUYERS
Equity levers ◆ Alternative compensation options◆ Ceilings/Floors ◆ Recoupments ◆ Drag-along & Spin-off ◆ Collars ◆ Ladders ◆
Triggers ◆ Accountability & Adjustments
