how we help CPA firms
We provide strategic support for every stage of firm growth and transition for accounting practices in Pennsylvania, Delaware, New Jersey, Maryland, Virginia, and Washington, DC.
MEET IRA
Known as the “Merger & Succession Solver,” Ira Rosenbloom is a trusted M&A advisor to small and mid-sized CPA firms across the Mid-Atlantic. As CEO of Optimum Strategies, he helps growth-stage firms navigate critical decisions — whether to buy, sell, merge, or plan for succession.
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With decades of leadership in the accounting profession and a track record of successful transactions, Ira provides personalized guidance that positions firms for long-term success. His proven strategies, practical insight, and national perspective make him a go-to resource for firm leaders ready to strengthen performance and maximize value.
recent M&A transactions
Among the deals we have recently facilitated, Optimum Strategies served as a strategic advisor to the parties in these transactions.
