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Podcast: Getting Ready for the M&A Negotiating Table

Updated: Jan 13, 2021

When entering into merger and acquisition (M&A) discussions, CPA firms tend to focus on valuation and pricing. But there are many other crucial elements that guide these important negotiations, and help make them more successful.

Optimum Strategies’ Chief Operating Executive Ira Rosenbloom sat down with the editor from the Pennsylvania Institute of CPAs (PICPA) for a behind-the-scenes look at the current M&A environment. The interview covered topics such as:

  • When and how should attorneys be involved?

  • How to assess and address issues such as firm name, personnel compensation, and client retention

  • Creating a vision for the negotiations beyond price

  • Examples of line-in-the-sand issues

  • Communications best practices

Listen to or download the podcast from PICPA’s website. If you have trouble accessing PICPA’s website, listen to it on our website.

PICPA CPA Conversations Podcast -- Interview with Ira Rosenbloom

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