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Use This Tax Season to Win at M&A

The period after tax season is one of the busiest times for CPA firms looking toward mergers and acquisitions.


The stronger your tax season financially and operationally, the better you will look to potential M&A matches—no matter what side of the negotiating table you're sitting on.


Optimum Strategies' Ira Rosenbloom wrote a blog for Accounting Today to help firms use tax season to enhance their chances for M&A success.



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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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