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5 Priorities for Your First Merger Meeting

Updated: Aug 3, 2022

If you're getting ready to enter a discussion about mergers and acquisitions (M&A) with another CPA firm, there are several things you must have in place to start off on the right foot.


In this four-minute video, Ira Rosenbloom presents the priorities you need to be properly prepared to start things off right.


Optimum Strategies

​325 Sentry Parkway, Building 5 West

Blue Bell, PA 19422

Mailing Address:

P.O. Box 962, Spring House, PA 19477

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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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