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5 Priorities in 2022 to Win at M&A

There has been a flurry of accounting firm mergers and acquisitions (M&A) already in 2022, and that trend does not look as if it will diminish any time soon.


Two factors making a significant impact are staffing challenges and the acceleration of technology.


What do buyers and sellers in today’s market need to do to be more successful with M&A? We put together vital priorities that every firm should tackle now in this recent PICPA blog.



Optimum Strategies

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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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