Size and Sizzle Make a Difference in CPA Firm M&A

M&A is a strategic lever for CPA firms to grow, secure succession, and sharpen market positioning. Yet today’s buyers and sellers are looking beyond geographic strengthening; special service offerings, niche expertise, firm size, and reputational strength are often more important.

In the Winter 2025 issue of Pennsylvania CPA Journal, Optimum Strategies' Ira Rosenbloom offers his expertise and insights for buyers and sellers on how to position themselves more effectively and improve the chances of a long-lasting merger.

Read the online version of the article (no login required).