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Signs That a Merger Should Be a Priority

There are a few signs that might spark the beginning of the M&A process for a CPA firm. One of these red flags by itself may not be reason enough to push the decision to merge, sell, or acquire. Yet, together, the signs paint a picture of a business that needs to find a better way to work now and a new way to make your team happier and more productive for better client service in the long run.


Ira Rosenbloom from Optimum Strategies outlined six signs that point to M&A at your accounting practice in this blog for PICPA.


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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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