Podcast: Recognize the Signs that Your CPA Firm Could Be Ready for a Merger

How can CPA firm leaders best identify the right time to pursue a strategic merger? Some of the common signs include:


• Your staff's progress is slow and problematic

• Your firm is referring out too much work

• Your clients are getting restless and pushing back on billings

• Referrals to your firm have slowed down.


Knowing the signs that indicate it may be time for a change can help you make proactive decisions before it's too late. Optimum Strategies' Ira Rosenbloom discussed this topic on a recent PICPA CPA Conversations podcast. Listen to the podcast on SoundCloud.



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