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McCarthy & Company Adds Borislow, Factor & Kauffman

Optimum Strategies advised both parties on the merger, which was detailed in Accounting Today December 8, 2021:


"McCarthy & Comp. PC, a firm based in Lafayette Hill, Pennsylvania, is adding Borislow, Factor & Kaufmann LLC, a firm in Blue Bell, Pennsylvania, effective Jan. 1, 2022.


The combined firm will have nearly 50 professionals serving clients across southeastern Pennsylvania and the Mid-Atlantic states. McCarthy has 37 employees, including six partners, while BF&K has 10 employees, including three partners.


Financial terms were not disclosed, but the revenue for the combined firm is approximately $11 million in 2021 with significant growth expected in 2022. Ira Rosenbloom of Optimum Strategies advised the firms on the merger."


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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