insights for cpa firms

With all the dealmaking taking place in the accounting profession, buyers and sellers bring different goals, expectations and deal structures to the table. Yet, regardless of the size or terms of a transaction, certain characteristics consistently distinguish a winning buyer and winning seller. What Makes a Winning Buyer? Excellent Listener – Listens to sellers’ concerns and expectations with respect. Transparent – Is realistic and forthcoming about things that have not gone

It’s no surprise that the first questions sellers ask are about valuation, pricing, and compensation. Those elements matter — sometimes profoundly — but they are far from the only factors that determine whether a deal succeeds. In a CPA Now blog (PICPA), Ira Rosenbloom outlined five areas that deserve more attention from both sides of the table, areas that can influence the results of a deal long after the ink dries.

Closing an M&A deal is only the beginning. The true measure of a successful transaction is what happens afterward — and much of that depends on people, including partners, staff, and clients. That's why the human side of a transaction needs attention long before the effective date. In an article published by the Virginia Society of CPAs, Ira Rosenbloom details the important human steps firms need to address to ensure success. Read the article.

Ways CPA firm leaders can win at M&A without overpaying.

The Baltimore Business Journal profiles Ira Rosenbloom in "Meet the Merger Guru Who Has Closed Dozens of Greater Baltimore Accounting Deals."

In the world of CPA firm mergers and acquisitions, capital is a powerful magnet. But money alone cannot guarantee a successful merger. Too many firms exhaust their resources doing financial due diligence while completely ignoring the behavioral, cultural, and operational compatibility of the deal. If the day-to-day habits and values of both firms clash, the numbers on the paper will never come to life, and the upside you want will remain out of reach. In Episode 2 of the Opti

The Philadelphia Business Journal published an article about the wave of PE investments in CPA firms across the country and sought guidance from Optimum Strategies' Ira Rosenbloom to find out what was driving the wave. “They’re seeing huge growth possibility on top line and huge growth possibility on the bottom line, because of the efficiencies that they are so astute and able to bring to the table,” Ira said. “So it is the perfect storm from that standpoint, and that creates

Too many sellers enter M&A deals without fully understanding what will be expected of them or how the buyer's post‑closing decisions may affect their ability to meet those expectations—and potentially affect their payout. In an article for Accounting Today's AT Think, Ira Rosenbloom presented five key areas sellers should proactively address to set themselves and their future partners up for long‑term success. Read the article.