Mergers, Acquisitions (M&A)
& Other Transitions
Readiness assessments, firm matching, valuation analysis, deal negotiation strategies, integration assistance.
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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:
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Real-time market knowledge
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Strong industry connections
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Proven negotiating expertise
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Track record of financial results
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Time-saving analytics
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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