Transition Assessment

A primer and assessment of the requirements to optimize the effectiveness of an external or internal transition. Timing, timelines, metrics, performance, competition and infrastructure are studied to give an objective evaluation of readiness and success. 

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This study helps firms create a profile of attributes, develop priorities, capture the attributes of a target, recommend actions to capitalize on marketplace advantages, and design a process to pursue a potential practice acquisition/combination with a defined target firm. The assessment provides useful orientation and preparation for an outreach process designed to maximize practice combination efforts.

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Practice Combination Advisory

A comprehensive navigation and facilitation of the M&A process. Initiated with a probative process to clarify objectives and priorities, compile strengths and weaknesses, profile the firm and define the model target. We reach out to targets, evaluate potential, participate in firm meetings, confer with decision makers, negotiate, summarize core transaction, support attorneys and facilitate the closing.

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M&A Reveal

Our confidential, customized, strategic orientation is  designed to calibrate your expectations with the market, and tell you what to concentrate on during deal negotiations. Access Ira Rosenbloom's expertise and knowledge for up to three hours in a group forum, exclusively for you and your firm partners. Please note that specific financial information will need to be provided to Ira in advance, and a discovery session profiling your firm will be required ahead of the Reveal. If you are seeking to align upwards, take advantage of this excellent opportunity to understand the market and get your questions answered.

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Acquisition Optimization Study

This study is designed to orient your firm to the factors necessary to succeed with transaction opportunities for CPA firm M&A. We will analyze your positioning and recommend specific actions to help your firm achieve a competitive advantage in the accounting firm merger market. This project provides your firm with targeted support and strategic accounting firm merger advisory services, and is directed to balance marketplace criteria along with your goals and aspirations.

Client Advocacy: A Second Opinion

Provides firms already on a path toward merger, acquisition, or other practice transition with market-based insights and expertise to reach your best outcomes. We advocate for one party in the transaction and assure core elements like compensation, integration, look-backs, claw-backs, drag-alongs, valuation, control and accountability are addressed to your benefit. Read: 10 reasons you need an M&A advocate.