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Being Bold Is About More than PE

Private Equity (PE) has certainly been a headline-grabber these days—and it will likely continue to be so. Of course, taking a step toward PE or a Capital Partner is not the answer for every firm.


To be a better practice, and to gain longevity and security, firm leaders must think and act in bold ways that should not be restricted to PE or Mergers and Acquisitions (M&A).


In this article for CPA Practice Advisor, Ira Rosenbloom outlines 10 ways CPA firms can be bold and make positive steps to become the firms they are meant to be.

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Optimum Strategies

​325 Sentry Parkway, Building 5 West

Blue Bell, PA 19422

Mailing Address:

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

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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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