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Podcast: Important Phrases to Listen for During M&A Conversations

When you’re talking to another party about a merger or acquisition (M&A), there are going to be things you want to hear and things that make you hesitant should they come out of your counterpart’s mouth.


In this CPA Conversations podcast, Ira Rosenbloom of Optimum Strategies talks to PICPA editor Bill Hayes about the things that should make you smile and the things that should make you cringe during M&A negotiations.


Listen on Soundcloud.

Listen at PICPA.org (login required)


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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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