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

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.

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SERVICES

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

CPA Firm Mergers & Acquisitions.
Succession. Performance.

How Optimum Strategies
optimizes your advantage:

Real-time market knowledge
Strong industry connections
Proven negotiating expertise
Track record of financial results
Time-saving analytics
Work exclusively with CPA firm M&A expert 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