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How to Get the Most for Your Firm

Now more than in recent years, CPA firm owners are asking what their firm is worth.


In today’s ultra-active M&A climate, the best way to answer that question is by understanding what drives value and meeting the requirements buyers care about most.


All buyers will have their own hot buttons, but the factors detailed in this video hit home with all.


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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