M&A Magic Podcast: 4 Things Deal-Makers Look for When Making a Deal
In the first episode of the M&A Magic podcast, The Merger MasterSM Ira Rosenbloom outlines four critical areas deal-makers anticipate...
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- Oct 22, 2021
- 1 min
Podcast: Recognize the Signs that Your CPA Firm Could Be Ready for a Merger
How can CPA firm leaders best identify the right time to pursue a strategic merger? Some of the common signs include: • Your staff's...
16 views0 comments
- Jun 1, 2021
- 1 min
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...
7 views0 comments
- May 12, 2021
- 1 min
Podcast: What to Expect from a Firm Marketing Professional
A CPA firm's marketing staff is critical to getting positive messages out in the marketplace to build bridges with clients, potential...
11 views0 comments
- May 4, 2021
- 1 min
Podcast: What to Expect from a Firm Operations Manager
The Firm Operations Manager (also known as Firm Administrator, COO, or Firm Manager) is a linchpin position in any CPA firm. This person...
16 views0 comments
- Jan 31, 2021
- 1 min
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...
32 views0 comments
- Jan 5, 2021
- 1 min
Podcast: 5 Key Things on Managing Partners' Minds
From tax season and staffing to deal-making and community relations, Managing Partners work to ensure firms remain efficient, profitable...
27 views0 comments
- Jun 10, 2020
- 1 min
Podcast: Personnel Priorities for Every Firm
As part of this podcast series with PICPA, Ira Rosenbloom, Chief Operating Executive of Optimum Strategies, sits down with editor Bill...
2 views0 comments
- May 7, 2020
- 1 min
Podcast: Succession Planning Priorities for Every CPA Firm
As CPA firm leaders plan for succession, there are priorities that should advance to the top of every firm's list, including compromise,...
6 views0 comments
- Apr 9, 2020
- 1 min
Podcast: Client Service Must-Haves for Every Firm
In the second of a PICPA five-part series on the top priorities for CPA firm management, Ira Rosenbloom of Optimum Strategies explores...
2 views0 comments
- Mar 5, 2020
- 1 min
Podcast: Top Metrics to Monitor
What are the top five metric categories to keep an eye on to ensure success at your CPA firm? Ira Rosenblooms, Chief Operating Executive...
22 views0 comments
- Dec 16, 2019
- 1 min
Podcast: You Need a Variety of Personnel to Ensure Long-Term Firm Success
Organizationalists, technologists, clientologists. These are just some of the people you need in your firm if you wish to succeed in the...
3 views0 comments
- Aug 12, 2019
- 1 min
Podcast: Financials Are Important, But Don't Forget a Well-Designed Integration
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...
3 views0 comments
- Apr 16, 2019
- 1 min
Podcast: Important Phrases to Listen for During M&A Conversations
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...
1 view0 comments
- Nov 26, 2018
- 1 min
How Tax Season Affects M&A
For CPA tax practitioners, two general concerns weigh upon the minds of those nearing the time for an exit to retirement: tax season and...
30 views0 comments
- Jun 4, 2018
- 1 min
Podcast: Getting Ready for the M&A Negotiating Table
When entering into merger and acquisition (M&A) discussions, CPA firms tend to focus on valuation and pricing. But there are many other...
18 views0 comments
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