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Get Ready for the Next Merger Wave

  • Nov 21, 2020
  • 1 min read

Between the pandemic, aging CPA firm owners and staffing tensions, many experts anticipate a huge uptick in firm mergers and acquisitions (M&A) over the next 24 months.


M&A is a serious matter, and you need to be prepared. If the predictions and emerging trends are right, it’s important for firm leaders to plan accordingly and put plans in place before they enter negotiations.

Optimum Strategies' Ira Rosenbloom outlined 7 ways CPA firm leaders can get ready for the merger wave in a recent blog in Accounting Today.


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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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