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Think PE Is the Only Way Forward? Your Advantage May Lie Elsewhere

  • Aug 14, 2025
  • 1 min read

Private equity is shifting the landscape but that doesn’t mean it’s the only path forward. Whether you're growing, selling, or simply staying strong, smart firms are customizing their strategy.


In this blog published by Accounting Today, Ira Rosenbloom shares 10 ways to boldly shape your firm's future with purpose no matter if you're planning to sell, grow, or simply navigate shifts in the industry.


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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