top of page

Data to Drive Excellence and Enhance Recruiting and M&A Options

Strong success provides firms with more options to recruit and train talent, promote leaders, add services, and complete transactions that it wants to close.


Like all businesses, CPA firms must know how to assess success and identify areas in need of improvement to recruit and train talent, promote leaders, add services, and complete transactions. And that requires good data.


For CPA Practice Advisor, Optimum Strategies' Ira Rosenbloom assembled 10 powerful data points that CPA firm leaders should focus on to excel and to achieve advantage in conversations with high performing recruits and potential merger partners.



ree


Optimum Strategies

​325 Sentry Parkway, Building 5 West

Blue Bell, PA 19422

Mailing Address:

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

  • LinkedIn
  • Youtube

©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