THE HUMAN SIDE OF M&A
Getting the deal done is only half of it.
The deal sets the terms. The human side decides the firm’s future.
Most M&A conversations obsess over valuation. But the accounting profession's biggest challenge isn't getting the deal done — it's the human side of integration and transition after the ink dries.
Ira Rosenbloom has spent decades navigating exactly that.
In an episode of "Future-Proof" podcast, Ira Rosenbloom sat down with Bill Sheridan of the Maryland Association of CPAs (MACPA) to explore the human side of M&A and why people, not numbers, are often the deciding factor in whether a transaction succeeds or fails.
Listen below.
"Statistics estimate up to 70% of deals fail post-close because of human factors. Ira walks us through what human-centered transactions look like. What’s compelling is how he connects leadership decisions with human reactions and reminds us that this is a people business."
— Bill Sheridan · Host, Future-Proof Podcast · MACPA
Post-Close Integration
“Closing the deal is the easy part. The human side of M&A doesn’t get enough attention in negotiation and transactions.”
70% of deals fail post-close because of human factors. What are the factors?
Listen 4:15–5:59
cultural fit
"Culture eats strategy — and in M&A —
it eats the whole deal."
What the due diligence checklist never captures about whether two firms can actually work together.
Listen 30:20–35:03
valuation reality
“CPA firms embarking on an M&A journey should start with vision."
Know yourself. Respect and understand what comes next, Build your confidantes. Build relationships on both sides.
Listen 42:15–46:23
featured podcast sound bites
experience that matters
15+
Years in M&A Advisory
200+
Transactions Guided
1
Advisor Who Tells You the Hard Truth
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