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.
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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 Solverâ„
GAME-CHANGERS FOR SELLERS
Carve-outs â—† Look-backs â—† Replacement revenues â—† Ceilings/Floors â—† Minimums â—† Laddered results â—† Accountability â—† Job descriptions â—† Penalties â—† Transition hurdle points
GAME-CHANGERS FOR BUYERS
Equity levers â—† Alternative compensation optionsâ—† Ceilings/Floors â—† Recoupments â—† Drag-along & Spin-off â—† Collars â—† Ladders â—†
Triggers â—† Accountability & Adjustments
LATEST NEWS & EVENTS
IN THE NEWS
Among the deals we facilitated in 2024, Optimum Strategies served as strategic advisors to the parties in these fourth quarter transactions:
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Barsz Gowie Amon & Fultz adds William E. Howe & Co. in Pennsylvania (M&A roundup: East Coast expansion, (Accounting Today, 12/3/24)
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LBMC is adding Frazee Ivy Davis in Memphis, Tennessee (M&A roundup: The year-end rush begins, (Accounting Today, 12/4/24)
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KBST&M merges in Varanko & Black CPAs (Accounting Today, 12/16/24)
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Aprio enters Baltimore market by combining with Nardone Pridgeon (CPA Practice Advisor, 1/6/25)
