Winning Continuity Plans for Owners, Clients, and Successors
Successful practice continuity depends on making three parties happy: Clients, firm owners, and the next set of owners, successors, or...
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Nov 15, 20232 min read
Make-or-Break Questions to Succeed at Transition and Succession
Talent conditions in the CPA community impact firms in many ways. While larger firms may have advantages at times, they too have...
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Sep 4, 20231 min read
Are You Ready for the Fractional Partner?
Accounting firms that are focused on growing the leadership bench have typically followed a conventional path for partners, which...
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Aug 8, 20232 min read
5 Keys to Strong M&A Integration and Succession
Many CPA firms are now hard at work negotiating deals to be effective in the fourth quarter of 2023, or no later than January 1, 2024....
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May 18, 20232 min read
10 Immediate Actions to Optimize Firm Succession
Succession and practice continuity are burning issues for small and mid-sized accounting firms. While there is no one-size-fits-all...
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Apr 27, 20232 min read
6 Common Motivators for Internal and External Successors
CPA firms often turn to the topic of succession right after busy season. The issue is not a new one, and the answers are never simple....
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Jul 21, 20221 min read
5 Factors That Drive External Successors to Make a Deal
Succession has long been a challenge for many accounting firms. While internal succession has been the preference for many practices,...
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Jun 10, 20222 min read
5 Priorities Common to Internal and External Successors
The complexities of succession are significant no matter whether the route you take is internal or external. Either scenario requires a...
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May 13, 20221 min read
Dreaming of Succession? Plan to Make Your Dreams Come True.
Transitioning and transferring practices is nothing new to the CPA world, but in this heated merger market, viability and expectations...
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Apr 11, 20221 min read
Use the 4 Ps to Achieve Success as a Managing Partner
With the sophisticated technology available and the high level of talent and expertise CPAs and administrative staff both currently...
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Feb 28, 20222 min read
5 Best Practices Merger-Minded CPA Firms Must Follow During Tax Season and Beyond
CPA firms commonly earn the bulk of their revenue from calendar year-end and personal tax work performed during busy/tax season. During...
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Jan 27, 20222 min read
5 Steps to Make M&A Success Happen This Year
In 2021, we worked successfully on M&A with firms ranging from $1.5 to $250 million in annual revenue. Here are five lessons from those...
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Oct 22, 20211 min read
Live the Succession Process
Developing and cultivating the next generation of leaders and owners is a crucial part of any healthy CPA practice. While succession in...
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May 31, 20211 min read
Video Podcast: Succession Planning & Developing Talent Early
In this VSCPA Leading Forward video podcast, Maureen Dingus talks with Ira Rosenbloom, CPA, CEO of Optimum Strategies, about developing...
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May 18, 20212 min read
10 Steps to a Superior Tax Department
Running a CPA firm tax department may be a dream role for many professionals or a nightmare. If it is your dream or your responsibility,...
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Jan 31, 20211 min read
Podcast: Firm Succession & Metrics (an interview with Jetpack Workflow)
In this podcast interview, Optimum Strategies' Ira Rosenbloom talked with the founder and CEO of Jetpack Workflow, David Cristello, about...
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Sep 27, 20201 min read
How to Ace the Internal Succession Test
Convincing someone in your firm to become your partner is not the same as marketing a product like a car that people can compare and...
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Aug 24, 20201 min read
Build Entrepreneurial Accountants and Partners for Better Succession
The pandemic has made accounting practitioners more aware of limitations—and of the value that can come from changing to better manage...
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Aug 14, 20200 min read
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Jul 31, 20202 min read
4 Ways to Win at Internal Succession
Firms often think that the best and only option for succession comes externally. However, COVID-19 may have actually created conditions...
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