Optimum Strategies
Business Services · Pennsylvania, United States · 1-10 Employees
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Overview
Headquarters
PO Box 962, Spring House, Pennsylvania, ...Phone Number
(215) 694-8084Website
www.optimumstrategies.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Optimum Strategies
Optimum Strategies Accounting Practice Advisers specializes in mergers and acquisitions advisory services for CPA firms, catering to buyers and sellers in the Mid-Atlantic region, including Philadelphia, Baltimore, and Washington, DC. The firm's expertise includes succession planning, practice performance improvement, and developing competitive advantages for accounting practices. Led by CPA merger expert Ira Rosenbloom, they provide clients with market insights, negotiation strategies, and analytics to enhance financial results. Their client base comprises CPA firm leaders managing firms valued between 1 million and 20 million dollars.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
11-50
Private
-
2005
Terrence PutneyCEO & Managing Director, Transition Advisors Llc, -Whitman Transition Advisors Llc
Company Profile Activity
Activity Insights
Optimum Strategies is experiencing very low activity levels compared to other companies in the Business Services sector.
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Optimum Strategies is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Optimum Strategies.
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Optimum Strategies Accounting Practice Advisers specializes in mergers and acquisitions advisory services for CPA firms, catering to buyers and sellers in the Mid-Atlantic region, including Philadelphia, Baltimore, and Washington, DC. The firm's expertise includes succession planning, practice performance improvement, and developing competitive adv... Read More
