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Private Equity: Attraction or Distraction

Private equity (PE) is currently one of the hottest topics in the CPA community. Investing in CPA firms is a high strategic planning priority for many PE firms, and the spate of PE-fueled M&A activity is sparking curiosity and dialogue among CPA firm leaders.


In this short video, Ira Rosenbloom from Optimum Strategies offers 5 questions firms should answer to help figure out if PE is right for them.



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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