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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

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

info@optimumstrategies.com

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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.

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