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Why Being a $5M-$15M Firm Is the New Sweet Spot

  • 1 day ago
  • 1 min read

Updated: a few seconds ago

The accounting profession is in the middle of a massive reset. With consolidation efforts, including M&A, PE, and new capital models, the number of independent local firms is shrinking. And the firms disappearing the fastest are those in the $5M-$15M range with 20-50 team members.


Ironically, this is the exact segment acquirers now want most. But the advantages of reaching the $5M-$15M tier extend far beyond M&A.


In his latest article published by CPA Practice Advisor, Ira Rosenbloom outlines 6 reasons this size firm has become a strategic sweet spot for those CPA practices focused on talent, client experience, innovation, and long-term independence.



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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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