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The Big Benefits of Being a $5M-$10M Firm

Consolidation is reshaping the accounting firm landscape. M&A, private equity, capital investment, and other moves have led to the disappearance of many independent, local CPA firms — especially those with 20 to 50 team members or $5 million to $10 million in annual sales.


Ironically, these are the firms that many acquirers seek!


In a recent Accounting Today article (login required), Ira Rosenbloom explained why being a $5 million to $10 million firm is a sweet spot not only for those looking to sell, but for CPA firms that want to grow, attract talent, retain top clients, and future-proof their operations.


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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