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Get Ready for the Next Merger Wave

Between the pandemic, aging CPA firm owners and staffing tensions, many experts anticipate a huge uptick in firm mergers and acquisitions (M&A) over the next 24 months.


M&A is a serious matter, and you need to be prepared. If the predictions and emerging trends are right, it’s important for firm leaders to plan accordingly and put plans in place before they enter negotiations.

Optimum Strategies' Ira Rosenbloom outlined 7 ways CPA firm leaders can get ready for the merger wave in a recent blog in Accounting Today.


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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