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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
CLIENTS

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.

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

CPA Firm Mergers & Acquisitions. 
Succession. Performance.

How Optimum Strategies
o
ptimizes 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

GAME-CHANGERS FOR BUYERS

Equity levers ◆ Alternative compensation options◆ Ceilings/Floors ◆ Recoupments ◆ Drag-along & Spin-off ◆ Collars ◆  Ladders ◆

Triggers ◆ Accountability & Adjustments

CONTACT
Ask about our capabilities and impact.
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