Ira Rosenbloom was interviewed for The Disruptors podcast, presented by CPA Trendlines. "Today’s buyers are different in many ways than...

In the first episode of the M&A Magic podcast, The Merger MasterSM Ira Rosenbloom outlines four critical areas deal-makers anticipate...

How can CPA firm leaders best identify the right time to pursue a strategic merger? Some of the common signs include: • Your staff's...

In this VSCPA Leading Forward video podcast, Maureen Dingus talks with Ira Rosenbloom, CPA, CEO of Optimum Strategies, about developing...

A CPA firm's marketing staff is critical to getting positive messages out in the marketplace to build bridges with clients, potential...

The Firm Operations Manager (also known as Firm Administrator, COO, or Firm Manager) is a linchpin position in any CPA firm. This person...

In this podcast interview, Optimum Strategies' Ira Rosenbloom talked with the founder and CEO of Jetpack Workflow, David Cristello, about...

From tax season and staffing to deal-making and community relations, Managing Partners work to ensure firms remain efficient, profitable...

As part of this podcast series with PICPA, Ira Rosenbloom, Chief Operating Executive of Optimum Strategies, sits down with editor Bill...

As CPA firm leaders plan for succession, there are priorities that should advance to the top of every firm's list, including compromise,...

In the second of a PICPA five-part series on the top priorities for CPA firm management, Ira Rosenbloom of Optimum Strategies explores...

What are the top five metric categories to keep an eye on to ensure success at your CPA firm? Ira Rosenblooms, Chief Operating Executive...

Organizationalists, technologists, clientologists. These are just some of the people you need in your firm if you wish to succeed in the...

Negotiating the terms for a CPA practice transfer or merger (M&A) is, of course, a very important step to set the stage for a successful...

When you’re talking to another party about a merger or acquisition (M&A), there are going to be things you want to hear and things that...

For CPA tax practitioners, two general concerns weigh upon the minds of those nearing the time for an exit to retirement: tax season and...

When entering into merger and acquisition (M&A) discussions, CPA firms tend to focus on valuation and pricing. But there are many other...