Ira Rosenbloom is an expert CPA firm M&A advisor and strategic consultant who helps small and mid-sized accounting firms navigate mergers, acquisitions, internal succession, and performance improvement. His work focuses on firms across the Mid-Atlantic region, including Pennsylvania, New Jersey, Delaware, Maryland, Virginia, Washington, DC, and surrounding areas.
Ira Rosenbloom
Chief Operating Executive, Optimum Strategies
The Merger & Succession Solverâ„
He guides firm leaders in deciding whether to buy, sell, or remain independent, and in evaluating succession partners — from Private Equity to traditional CPA firms — that align with their long-term goals.
​
As Chief Operating Executive of Optimum Strategies, which he founded in 2010, Ira provides honest, experienced guidance across the full spectrum of CPA firm transitions — mergers, sales, internal successions, and strategic growth initiatives. His areas of focus include deal structuring, M&A due diligence, staff and client retention planning, profitability improvement, and performance metrics optimization.
​
With over 25 years of experience as a public accountant, Ira brings a unique blend of entrepreneurial and institutional leadership experience to every engagement. He has served as:
​
-
Managing partner of a mid-sized regional CPA firm
-
Practice director within a national Top 20 accounting firm
-
Regional partner at a national CPA M&A advisory firm
Ira’s unparalleled experience as an M&A advisor is built on his many years as a CPA, helping clients negotiate successful business transactions, and his tenure as managing partner, guiding his own firm through major transitions. In that role, he was responsible for effectively negotiating partner retirements, positioning the practice for long-term growth, and leading the firm through a successful merger and integration with a top regional firm.
Ira brings a unique perspective to analyzing financial performance, structuring deals, and navigating complex business transactions, which sets him apart in the CPA firm M&A space and gives his clients a distinct edge.
A frequent author and speaker, Ira contributes regularly to publications and organizations including Accounting Today, CPA Practice Advisor, CPA Trendlines, MACPA, PICPA, VSCPA, CPA Leadership Institute, and the Philadelphia Business Journal.
​
Ira earned his B.S. in Economics, cum laude, from New York University and his M.S. in Accounting with honors from Northeastern University.