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The Strategic Power of the $5-10 Million CPA Firm

As consolidation continues to reshape the accounting profession, the $5–10 million revenue tier has emerged as a critical inflection point. Once considered a transitional phase between small and large firm status, this segment is now recognized as a strategic stronghold — both for firms seeking sustainable independence and for those positioning themselves as attractive acquisition targets.


For the Winter 2026 issue of VSCPA's Disclosures magazine, Ira Rosenbloom stresses the reasons this size accounting firm offers a compelling combination of scale, agility, and strategic appeal for firms focused on long-term growth, talent development, market relevance, and M&A.




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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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