Practice Management & Effectiveness
Firm accountability, efficiency, performance improvement, profitability.
Mergers, Acquisitions (M&A) & Other Transitions
Readiness assessments, firm matching, valuation analysis, deal negotiation strategies, integration assistance.
Ownership Planning
Succession options and implementation, leadership mentoring and development, compensation, governance.
OUR EXPERTISE
OUR CLIENTS
CPA firm leaders in Philadelphia, Baltimore, Washington, DC – and across the mid-Atlantic region – rely on Optimum Strategies to provide the market-proven insights and tactics needed to make firms stronger and better positioned for success.
