top of page

About
- Who We Are
- About Ira Rosenbloom
Services
Insights
Contact
More

Use tab to navigate through the menu items.

insights for cpa firms

Subscribe to Insights

All Posts
In the News
Mergers & Acquisitions
Practice Management
Succession & Ownership
Videos

Search

Test Succession & Transition Viability

Test Succession & Transition Viability

Test Succession & Transition Viability

Article by Ira Rosenbloom. Published in PICPA CPA Now January 26, 2018. Successfully transitioning a CPA firm or a book of business is...

Jan 26, 20181 min read

Herbein Adds Gable Peritz Mishkin

Herbein Adds Gable Peritz Mishkin

Herbein Adds Gable Peritz Mishkin

Reading-based Herbein + Company Inc., one of the largest regional accounting firms in Pennsylvania, found the perfect merger partner with...

Jan 8, 20181 min read

Glass Jacobson grows reach with acquisition of small Rockville firm

Glass Jacobson grows reach with acquisition of small Rockville firm

Glass Jacobson grows reach with acquisition of small Rockville firm

Glass Jacobson Financial Group has acquired a small accounting firm in Rockville, MD, growing its footprint in Montgomery County. Optimum...

Dec 1, 20171 min read

The Ideal Future Owner of Your Firm? Meet the Millennials.

The Ideal Future Owner of Your Firm? Meet the Millennials.

The Ideal Future Owner of Your Firm? Meet the Millennials.

When accounting firm leaders start to formulate a succession plan and think about the future of their firms in the near- and long-term,...

Sep 1, 20171 min read

Don’t Settle for Good When You Can Be Irreplaceable

Don’t Settle for Good When You Can Be Irreplaceable

Don’t Settle for Good When You Can Be Irreplaceable

Many CPA firms do well. Others may be deemed very successful. And then there are those standout firms that are considered irreplaceable....

Aug 2, 20173 min read

325 Sentry Parkway, Building 5 West

Blue Bell, PA 19422

Mailing Address:

P.O. Box 962, Spring House, PA 19477

info@optimumstrategies.com

©2025 Optimum Strategies, LLC

All Rights Reserved

optimizing advantage for CPA firms

Optimum Strategies helps Mid-Atlantic CPA firms in Philadelphia, Cherry Hill, Baltimore, Bethesda, Arlington, Reston, Richmond, and Washington, DC — as well as surrounding regions — plan internal succession, improve performance, and navigate mergers and acquisitions. Led by Ira Rosenbloom, we provide strategic support for every stage of firm growth and transition.

Serving the Mid-Atlantic

Pennsylvania, Delaware, New Jersey, Maryland, Virginia, and Washington, DC.

bottom of page