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Video: Computing CPA Firm Value for 2024 Transactions

  • Jul 31, 2024
  • 1 min read

Trying to effectively calculate value is nothing new for CPA firms looking toward M&A. However, these days firms are setting priorities a little differently than in the past.


In this video, Optimum Strategies' Chief Operating Executive Ira Rosenbloom outlines the priorities that are being considered today when CPA firm leaders calculate value in M&A negotiations.




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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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