Mergers, Acquisitions (M&A)
& Other Transitions
Readiness assessments, firm matching, valuation analysis, deal negotiation strategies, integration assistance.
Succession options and implementation, leadership mentoring and development, compensation, governance.
Practice Management & Effectiveness
Firm accountability, efficiency, performance improvement, profitability.
CPA Firm Mergers & Acquisitions.
How we optimize your advantage:
Real-time market knowledge
Strong industry connections
Proven negotiating expertise
Track record of financial results
Work exclusively with 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