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From Target to Buyer: How Mid-Sized Firms Can Win the 2026 M&A Wave

When the Right Match Matters


For years, consolidation headlines have focused on sellers – firms absorbed by private equity platforms or mega-regionals. In 2026, the more important story may belong to the other side of the table: the buyers. And 2026 may be the first time $5-$10M firms have a sustained advantage as buyers.


In a recent article for IPA Insider, Ira Rosenbloom put together a practical playbook that includes compelling reasons to acquire and how to position your firm for success.


Read the article (no login required).



Optimum Strategies

​325 Sentry Parkway, Building 5 West

Blue Bell, PA 19422

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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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