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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ARTICLES, PODCASTS & VIDEOS
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- Nov 15, 2023
- 2 min
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 5, 2023
- 1 min
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, 2023
- 2 min
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, 2023
- 2 min
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, 2023
- 2 min
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, 2022
- 1 min
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, 2022
- 2 min
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, 2022
- 1 min
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, 2022
- 1 min
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...
16 views0 comments
- Feb 28, 2022
- 2 min
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, 2022
- 2 min
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, 2021
- 1 min
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...
12 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...
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- May 18, 2021
- 2 min
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, 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...
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- 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...
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- 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...
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- Aug 15, 2020
- 0 min
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- 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...
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