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Mergers, Acquisitions (M&A)

& Other Transitions

Readiness assessments, firm matching, valuation analysis, deal negotiation strategies, integration assistance.

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Ownership Planning

Succession options and implementation, leadership mentoring and development, compensation, governance.

Practice Management & Effectiveness

Firm accountability, efficiency, performance improvement, profitability.

EXPERTISE
CLIENTS

CPA firm leaders in Philadelphia, Baltimore, Richmond,  Washington, DC – and across and beyond the mid-Atlantic region – 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.

SERVICES
Business handshake for teamwork of business merger and acquisition,successful negotiate,ha

CPA Firm Mergers & Acquisitions. 
Succession. Performance.

How we optimize your advantage:  

  • Real-time market knowledge

  • Strong industry connections

  • Proven negotiating expertise

  • Track record of financial results

  • Time-saving analytics 

  • Work exclusively with Ira Rosenbloom, The Merger & Succession Solver℠

ABOUT
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

CONTACT
Ask about our capabilities and impact.
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