Event: Can Your Firm Pass the Merger Readiness Test?

Miami Beach, here we come! Ira Rosenbloom, Chief Operating Executive of Optimum Strategies, will be presenting an educational session at the Wolters Kluwer CCH Users Conference in October 2018 on the in's and out's of using mergers and acquisitions (M&A) as a tactic for succession and growth.


Attendees will leave the session with steps to get prepared for M&A by creating a preparation punch list that includes: shoring up infrastructure, including staff and systems; expected and required practice performance levels; creating your idea of a perfect match (profile); anticipating roadblocks; and reaching internal stakeholder consensus.


For more information about and to register for the Connections 2018 conference, visit the website.


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