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Video: 5 Priorities for Your First M&A Meeting

Video: 5 Priorities for Your First M&A Meeting

Video: 5 Priorities for Your First M&A Meeting

Whether you're exploring a sale, planning for succession, or evaluating growth through acquisition, your first merger meeting sets the...

May 9, 20251 min read

Video: How to Get the Most for Your CPA Firm

Video: How to Get the Most for Your CPA Firm

Video: How to Get the Most for Your CPA Firm

5 suggestions for sellers looking to maximize their value in an M&A transaction.

May 17, 20241 min read

10 Reasons for an Advocate in M&A

10 Reasons for an Advocate in M&A

10 Reasons for an Advocate in M&A

Like your clients, you sometimes need to find an adviser who will be your advocate, will champion your needs objectively, and will...

Apr 16, 20211 min read

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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.

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