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10 Questions to Ask in an M&A Buyer’s Market

The volume and pace of CPA firm mergers and acquisitions (M&A) over the past 10 years, along with the current age demographics of firm owners, has created what appears to be a buyer’s market — that is, one in which there are more potential sellers than buyers. And those sellers are increasingly concerned about who will buy their firms.


In a buyer’s market, certain strategic questions must be answered, depending on what side of the table you sit on.


For Accounting Today, we put together 10 questions to help both buyers and sellers navigate the current M&A landscape. Read the full article.

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optimizing advantage for CPA firms

Optimum Strategies helps Mid-Atlantic CPA firms in Philadelphia, Cherry Hill, Baltimore, Bethesda, Arlington, Reston, Richmond, and Washington, DC — as well as surrounding regions — plan internal succession, improve performance, and navigate mergers and acquisitions. Led by Ira Rosenbloom, we provide strategic support for every stage of firm growth and transition.

Serving the Mid-Atlantic 

Pennsylvania, Delaware, New Jersey, Maryland, Virginia, and Washington, DC.

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