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Glass Jacobson grows reach with acquisition of small Rockville firm

Glass Jacobson Financial Group has acquired a small accounting firm in Rockville, MD, growing its footprint in Montgomery County.


Optimum Strategies helped bring the firms together, and acted as an adviser throughout the M&A process.


Read the full story at Baltimore Business Journal (login required).


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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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