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.


CPA firm leaders in Philadelphia, Baltimore, Richmond,  Washington, DC – and across and beyond 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.

Optimizing Advantage for CPA Firms

Mergers & Acquisitions. Succession. Performance.
Ask about our capabilities and impact.