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Optimum Strategies Advises on DunlapSLK Firm Merger

Dunlap & Associates PC, in Chalfont, PA, and Seitz, Leatherman & Kolb LLC, in Montgomeryville, PA, are joining forces to create DunlapSLK, effective Jan. 2, 2019. Optimum Strategies acted as strategic adviser to both parties on the merger.


The combined firm will have nine shareholders and 47 other team members.


Read the full story in Accounting Today.


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Optimum Strategies

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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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