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Known & Trusted Expertise 

CPA firm leaders in Philadelphia, Baltimore, Richmond, Washington, DC – and across and beyond the mid-Atlantic region – rely on Optimum Strategies to provide the market-proven insights and practical advice needed to make firms of $1 million to $20 million stronger and better positioned for accounting practice succession planning and CPA firm M&A success.


A trusted CPA firm M&A adviser and consultant to accounting practice buyers and sellers, Optimum Strategies specializes in mergers and transitions, ownership planning solutions, and firm effectiveness and performance.

Building Relationships

We work with dozens of top firms each year to help them navigate practice combinations or better manage their practices to improve performance, accountability, and client satisfaction.

Those clients often return time and again for the kind of trusted advice and holistic solutions that only Optimum Strategies can offer, because we are the CPA firm merger and acquisitions expert with proven success for CPA firm M&A in the Mid-Atlantic region.

Creating Impact

We work to improve the performance, profitability, and succession options of small to mid-sized accounting practices, and work to turn staff members into leaders and leaders into managing partners.

Since 2010, Optimum Strategies has been the expert, go-to resource for CPA firm M&A and accounting practice succession planning across Pennsylvania, Delaware, New Jersey, Maryland, Virginia, and Washington, DC. CPA firms seeking ways to get stronger, or a highly experienced accounting firm merger advisor, trust Optimum Strategies to deliver results.

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Ira S. Rosenbloom, CPA (LR)

Chief Operating Executive

Optimum Strategies, LLC


Read Ira's Bio.

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Ira S. Rosenbloom, CPA (inactive), 

The Merger & Succession Solver℠

As Chief Operating Executive of Optimum Strategies, Ira works with CPA firms of $1 million to $20 million to help them decide which side of the table to sit on--buyer or seller--and achieve their goals for a successful practice combination.


Ira also helps CPA firm leaders improve performance to optimize a firm's competitive advantage and negotiate the M&A deal process. 

He has served on the AICPA Management of Accounting Practice Committee and on the Board of Trustees of the New Jersey Society of CPAs.​ He is also in demand as a speaker and author. More about Ira.


Giving Back

As part of our mission to give back to the communities where we operate, Optimum Strategies will contribute 5% of the revenues for every project in excess of $10,000 to charitable organizations that help children and families in medical need. 

Ready to maximize achievement?
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