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About Ira Rosenbloom


Ira Rosenbloom, CPA (inactive), The Merger & Succession Solver, is an expert accounting firm merger advisor who helps CPA firms of $1 million to $20 million in the Mid-Atlantic region evaluate and complete M&A transactions and achieve their goals. For many firms, this starts with determining which side of the deal table they want to sit on—buyer or seller. 

As COE of Optimum Strategies, which he founded in 2010, Ira specializes in CPA firm M&A and accounting practice succession planning. Ira offers firm leaders objective and proven guidance, advising on firm combinations, optimizing competitive advantage, improving performance and profitability metrics, deal structuring, and integration processes to maximize client and staff retention. Ira is a respected leader in the accounting community across the mid-Atlantic region, known for his ability to motivate internally and externally for strong bottom line results.

Before founding Optimum Strategies in 2010, Ira served as managing partner of a mid-sized regional firm, practice director for a national firm, and as regional partner in a national CPA M&A advisory firm, among other positions. He has served in important professional leadership positions as a member of the AICPA Management of Accounting Practice Committee and the Board of Trustees of the New Jersey Society of CPAs (NJSCPA).

In demand as a speaker and author, Ira regularly contributes to industry and general business associations, publications, and websites, including Accounting Today, CPA Practice Advisor, MACPA, PICPA, VSCPA, CPA Leadership Institute, and the Philadelphia Business Journal.

Ira graduated cum laude from New York University with a Bachelor of Science degree in Economics, and received his Master of Science degree in Accounting with honors from Northeastern University.

Ira Rosenbloom, The Merger & Succession Solver
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