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Proper Integration Planning for Storybook Ending to Merger

An M&A success story is highly dependent on well-planned transition and integration. In the Fall 2024 issue of the Pennsylvania CPA Journal, Ira Rosenbloom outlines critical items where consensus is needed before embarking on the journey to create a "fairy tale" M&A experience.


Read the article (PICPA login required).


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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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