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.
Practice Management & Effectiveness
Firm accountability, efficiency, performance improvement, profitability.
EXPERTISE
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 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
