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NEWS, EVENTS & INSIGHTS

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Practice Management
M&A
Succession & Ownership
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Video
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Jan 31
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...

10 views0 comments

Sep 27, 2020
1 min

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...

6 views0 comments

Aug 24, 2020
1 min

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...

4 views0 comments

Aug 15, 2020
0 min

Video: Build Your Firm's Future Leaders by Creating the Right Expectations

0 views0 comments

Jul 31, 2020
2 min

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...

10 views0 comments

Jul 23, 2020
1 min

Transition Planning, No Matter What Circumstances

Our current conditions managing through a pandemic heighten the awareness and need for being well positioned and prepared for adversity....

3 views0 comments

Jul 10, 2020
1 min

Video: Dealing with Firm Transitions, Planned and Unplanned

If your accounting practice is changing leadership or ownership--whether suddenly in a crisis or in a planned exit or succession--here...

1 view0 comments

Jun 25, 2020
1 min

5 reasons to move into sell mode amid coronavirus

Your accounting firm's partners are all baby boomers, either planning or dreaming about retirement. Every year you ask yourselves: Is...

6 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,...

3 views0 comments

Aug 19, 2019
2 min

5 Ways to Unleash the Power of ROI at Your Firm

More than ever, the common driving force for CPA firms throughout the country is figuring out the return on investment (ROI) for every...

18 views0 comments

Jun 5, 2019
2 min

More than Money: Make Compensation Meaningful

4 ways to design partner compensation to be more meaningful at your accounting firm.

46 views0 comments

May 15, 2019
1 min

How to Build the Team That Will Replace You

A good succession plan is essential for your firm. Get ideas to build your bench in this Accounting Today blog written by Ira Rosenbloom.

12 views0 comments

Mar 15, 2019
2 min

4 Benefits of Becoming a Partner

Especially with the high pressures during tax season, CPAs start to wonder whether they are in the right business! To top it off,...

132 views0 comments

Jan 8, 2019
1 min

Expectations of Future Firm Leaders

The path to partnership in a CPA firm is one that firm owners should take some time to focus on and develop. To properly prepare, the...

35 views0 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...

26 views0 comments

Oct 29, 2018
2 min

Checklist to Create the Managing Partner Mindset, Part 1: Productivity & Profitability

No matter how big or small their CPA firm, a solid Managing Partner thinks about the different aspects of their business, and how to make...

43 views0 comments

Sep 26, 2018
1 min

2 Unexpected Ways to Get Ready for Tax Season: Assess Ownership and M&A Readiness

CPA firms need to run at peak during tax season. But how do you best get prepared for the busiest season before it starts? Many firm...

40 views0 comments

Jun 26, 2018
1 min

Setting a High Bar for Successors That Is Achievable

Finding the right successor is an ongoing challenge for CPA firms. Many owners who see a successor coming from another firm – through...

99 views0 comments

Jun 8, 2018
3 min

Managing the Fears of CPA Practice Transition

Whether it’s a merger, acquisition, or succession, a successful firm transition requires many factors to align properly. While firm...

45 views0 comments

Jan 26, 2018
1 min

Test Succession & Transition Viability

Article by Ira Rosenbloom. Published in PICPA CPA Now January 26, 2018. Successfully transitioning a CPA firm or a book of business is...

18 views0 comments

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