Succession Planning for Accounting Firms


Manage episode 282887065 series 1056289
By David Cristello and Jetpack Workflow. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

A strategic adviser to hundreds of CPA firms in the Mid-Atlantic region, Ira works vigorously to strengthen firm performance. Noted for his probing and conversational approach, Ira created Managing Partner On-Call, a coaching process to help Managing Partners make the right impact and test their ideas. Optimum Strategies' primary focus is on strategic advancement, profitability enhancement, M&A, succession and compensation plans. A sought-after strategic adviser, Ira is a trusted resource on effective accounting practice management, and firm mergers and acquisitions. He is also an effective writer, presenter, and keynote speaker on professional service firm success. His engaging style and deep insights have earned high ratings from audiences. He is passionate and committed to sharing success secrets. Emphasizing practical and realistic methods to increase operational effectiveness and create strategic advantages are the hallmarks of Ira’s approach. CPA firms turn to Ira and Optimum Strategies when needing expertise in practice management, managing partner effectiveness, business intelligence processes, practice enhancement, compensation and goals programs, retreats, next generation leadership development and navigating practice transfers and sales. Ira is frequently published in CPA industry publications and blogs. Here are some of his recent articles: CPA Now (PICPA), April, 2016: Learn and Implement the Lessons of Tax Season - PICPA Journal, March, 2016: Five Factors for the Successful Buyer - VSCPA Disclosures, May/June 2015: Life After Closing: The Essentials of Living Happily Ever After - He has also been featured in interviews in the Philadelphia Business Journal: A Few Minutes With...Ira Rosenbloom, July, 2016 - What's Behind the CPA Firms' M&A Activity, January 2015 -

242 episodes