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Video: Data to Drive Positive M&A Negotiations

CPA firms looking toward M&A often ask for the best ways to expedite the process.


One of the top answers: Metrics. Not only do firms need to make sure their data is putting them in a positive light, but also need to know what data to present to make the biggest impression.


In this short video, Ira Rosenbloom, Chief Operating Executive of Optimum Strategies, offers five metrics that can add the biggest impact to M&A negotiations.



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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