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Recognize the Signs that Your CPA Firm Could Be Ready for a Merger
Manage episode 304318149 series 1118468
Ira Rosenbloom, chief executive officer of Optimum Strategies LLC in Spring House, Pa., joins us to examine the signs that it might be time for a CPA firm to think about a strategic merger. Among the signs he points to are weak new business, clients getting restless, and referrals beginning to run low.
To read the full transcript, click here.
231 episodes
Manage episode 304318149 series 1118468
Ira Rosenbloom, chief executive officer of Optimum Strategies LLC in Spring House, Pa., joins us to examine the signs that it might be time for a CPA firm to think about a strategic merger. Among the signs he points to are weak new business, clients getting restless, and referrals beginning to run low.
To read the full transcript, click here.
231 episodes
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