ABOUT
Known & Trusted
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 success.
A trusted practice management adviser and consultant, Optimum Strategies specializes in mergers and transitions (M&A), ownership planning solutions, and firm effectiveness and performance.
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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.
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And those clients often return time and again for the kind of trusted advice and holistic solutions that only Optimum Strategies can offer.
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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.
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Since 2010, Optimum Strategies has been the go-to resource for CPA firms across Pennsylvania, Delaware, New Jersey, Maryland, Virginia, and Washington, DC that are looking for ways to get stronger.
Ira S. Rosenbloom, CPA (inactive),
The Merger & Succession Solverâ„
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.
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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.
