Are You Overthinking an M&A Deal?

Five areas of focus.

By Ira Rosenbloom

This year so far has been a hot time for CPA firm mergers and acquisitions. Firms in the M&A mindset and process may be in turbulent times as they confront many hurdles.

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Unfortunately, some of these hurdles are self-created, especially for those seeking to merge into another firm or establish an exit. Rather than waste mental and emotional energy overthinking – and risk walking away from a good deal for the wrong reasons – this is the time to turn that energy into smart thinking.

Posted on October 8, 2021

Ira Rosenbloom

About the Author

Ira S. Rosenbloom, CPA (LR), is the chief operating executive (COE) of Optimum Strategies, LLC, a niche CPA practice succession and management engineering firm that specializes in mergers and acquisitions (M&A), succession plans, and other transition measures that focus on M&A-readiness, realistic valuation and market expectations, deal structuring, and integration processes designed to maximize client and staff retention.

A well-known and respected leader in the accounting community across the mid-Atlantic region, Ira is known for his ability to motivate internally and externally for strong bottom-line results.

Before founding Optimum Strategies in 2010, Ira served as managing partner of a mid-sized regional firm, practice director for a national firm, and as a regional partner in a national CPA M&A advisory firm, among other positions.

He has served in important professional leadership positions as a member of the AICPA Management of Accounting Practice Committee and the Board of Trustees of the New Jersey Society of CPAs (NJSCPA).

In demand as a speaker and author, Ira regularly contributes to industry and general business associations, publications, and websites, including MACPA, PICPA, VSCPA, Accounting Today, and Philadelphia Business Journal.

Ira graduated cum laude from New York University with a Bachelor of Science degree in Economics and received his Master of Science degree in Accounting with honors from Northeastern University.

Email: ira@optimumstrategies.com | Phone: 215-694-8084 | Connect: LinkedIn

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