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8 Ways for Baby Boomers to Find M&A Happiness

  • Dec 27, 2022
  • 1 min read

If you are looking towards retirement and internal succession is not an option, you may have a bumpy road ahead in this heated merger market.


What is a worried owner-seller to do? Read Ira Rosenbloom's article, "The Baby Boomer's Guide to CPA Firm M&A Happiness," published in CPA Practice Advisor.




Optimum Strategies

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Blue Bell, PA 19422

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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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