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Optimum Capital Strategies
Optimum Strategies is a specialized advisory firm serving small and mid-sized CPA firms with $2 to $25 million in annual revenue. Its focus areas include CPA...
Overview
Optimum Strategies is a specialized advisory firm serving small and mid-sized CPA firms with $2 to $25 million in annual revenue. Its focus areas include CPA firm mergers and acquisitions, succession planning, and performance improvement consulting. It works with firms throughout the Mid-Atlantic and along the I-95 corridor. Engagements are led by Ira Rosenbloom, who brings experience as a former managing partner and M&A advisor.
General information
Firm type
RIA
Year founded
2010
Location
City
Blue Bell
Principals
Ira Rosenbloom
Chief Operating Executive
Ira Rosenbloom
The Merger and Profitability Optimizer
Sector focus
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