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5 Roadblocks to the M&A Deal

  • Jun 30, 2022
  • 1 min read

Updated: Aug 3, 2022

What are the most common obstacles to completing a successful transition?


Knowing the common pitfalls in the process can help you prepare to avoid them, and with enough lead time.


Whether you are a buyer or seller, this short video can help you plan appropriately for the obstacles you will inevitably face.



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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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