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Set the M&A Negotiating Table with the Right Expectations

Experience dictates that the parties involved in M&A need to prioritize their expectations of what they want from—and bring to—the deal to figure out the appropriate terms.


Often, deals blow up because the parties can’t achieve a confluence of expectations—and the fact that the numbers drove the dialogue and not the other way around. The potential upside for all parties was not formalized and communicated.


As Ira Rosenbloom writes in this article published in CPA Practice Advisor, firms should take the time to align their expectations and explore ways to address relevant matters at the onset.


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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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