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10 Non-Traditional Metrics to Help You Win at M&A

Mergers and acquisitions (M&A) in the accounting industry are hotter than ever, and all signs point to another active year. They also point to increasing challenges for deal-making.


To make a practice more attractive to suitors, CPA firms need to go beyond traditional key performance indicators (KPIs).


Optimum Strategies' Ira Rosenbloom put the spotlight on 10 non-traditional metrics that are key to successful M&A in this blog for the Maryland Association of CPAs (MACPA).

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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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