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With M&A, Nobody Wants a Fixer-Upper (CPA Trendlines podcast)

  • Jul 22, 2023
  • 1 min read

Updated: Aug 8, 2023

Ira Rosenbloom was interviewed for The Disruptors podcast, presented by CPA Trendlines.


"Today’s buyers are different in many ways than the sellers," said Rosenbloom. "Baby boomer sellers tend to like to talk to people while the younger generations looking to buy firms are more selective in their communication. Younger buyers tend to be more entrepreneurial, and the more that the seller comes across as an entrepreneur, the more interested the buyer is going to be in what’s going on. Buyers are also interested in firms making a break with old methodologies and sellers who want to invest in the long game."




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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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