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Podcast | PE Makes CPA Firms Rethink Strategy – Even if they Don't Want to Sell

  • 5 hours ago
  • 1 min read

With private equity becoming “a real player and a disruptor in the marketplace,” Ira Rosenbloom sat down with The Disruptors' podcast host Liz Farr and CPA Trendlines to discuss the dramatic influx of PE capital that is intensifying competition for quality firms, especially those with strong client bases and growth potential.


Listen to the episode below.



Optimum Strategies

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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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