about optimum strategies
Strategic Guidance for CPA Firm Leaders — From a Leader Who's Been There
At Optimum Strategies, we help CPA firm managing partners and owners uncover and amplify their firm’s advantages, whether that means building a stronger succession plan, completing a high-value merger, or improving performance across the board.​
Founded in 2010 by Ira Rosenbloom, CPA (Inactive), Optimum Strategies is a specialized advisory firm serving small and mid-sized CPA firms with $2 to $25 million in annual revenue. Our focus areas include CPA firm mergers and acquisitions, succession planning, and performance improvement consulting.​ We work with firms throughout the Mid-Atlantic and along the I-95 corridor, from North and South New Jersey to Virginia, including Philadelphia, Baltimore, Bethesda, Washington, D.C., Fairfax, Arlington, and Richmond.
​​What Sets Optimum Strategies Apart
Ira Rosenbloom brings direct, real-world experience as a former managing partner. He’s been in your shoes, navigating partner transitions, evaluating mergers, improving profitability, and guiding leadership teams through high-stakes decisions.
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We tailor every engagement to the firm’s unique structure, goals, and challenges, providing candid, strategic guidance grounded in operational reality, not theory. Ira knows how to ask the right questions, spot hidden opportunities, and direct actions that lead to meaningful change.
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When you work with Optimum Strategies, you’re getting a peer-level advisor who helps you:
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Evaluate and execute CPA firm mergers and acquisitions
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Structure internal succession plans for partner transitions and continuity
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Identify and implement high-impact performance improvements
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Strengthen leadership alignment and accountability
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Make smarter business decisions rooted in data, experience, and culture
Ira Rosenbloom | More About Ira
Chief Operating Executive, Optimum Strategies
The Merger & Succession Solverâ„
Strategic Services for CPA Firm Leaders
We support CPA firms through periods of transition and transformation. Whether you're preparing for internal succession, pursuing a merger, or elevating your firm’s operations, we provide targeted strategies to increase firm value, improve retention, and sustain long-term success.
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Our core services include:
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CPA Firm Mergers & Acquisitions – Buyer and seller strategy, alignment planning, deal structuring, and post-transaction integration
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Internal Succession Planning – Partner transitions, leadership readiness, and equity/compensation modeling
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Practice Performance Optimization – Profitability analysis, pricing model improvements, operational diagnostics, and strategic execution
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Managing Partner Mentoring – One-on-one executive guidance for CPA firm managing partners navigating leadership challenges, growth decisions, and firm strategy.
Proven Results for CPA Firms
Ira is recognized throughout the accounting industry for his strategic insights, practical leadership, and ability to drive sustainable change.
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His background encompasses managing a mid-sized CPA firm, leading practice areas at a national firm, and serving as a regional partner in an M&A advisory business specializing in accounting firms. He brings a 360-degree view of firm operations, team dynamics, and market opportunities.
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CPA leaders rely on us for:
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Deep experience with small and mid-sized CPA firms
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Candid advice grounded in situational context and real-world metrics
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Strategic action plans tailored to ownership goals and team structure
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Holistic support across succession, M&A, and performance
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Thought leadership that reflects the latest market shifts and data trend