Bergen Chapter Chat: Succession Planning for Sole Practitioners and Small CPA Practices (E2111679)

Ira S. Rosenbloom, CPA (LR), is the chief operating executive (COE) of Optimum Strategies, LLC, a niche CPA practice succession, and management engineering firm that specializes in mergers and acquisitions (M&A), succession plans, and other transition measures that focus on M&A-readiness, realistic valuation and market expectations, deal structuring, and integration processes designed to maximize client and staff retention. A well-known and respected leader in the accounting community across the Mid-Atlantic region, Ira works with dozens of clients each year to help them build stronger CPA firms -- whether through targeted practice combinations or practice management solutions designed to improve profitability, accountability, and client satisfaction. He is known for his ability to motivate internally and externally for strong bottom-line results. Before founding Optimum Strategies in 2009, Ira served as managing partner of a mid-sized regional firm, practice director for a national firm, regional partner in a national CPA M&A advisory firm, and as a hands-on consultant to CPA firm leaders. In demand as a speaker and author, Ira regularly contributes to industry and general business associations, publications, and websites, including MACPA, PICPA, VSCPA, Accounting Today, and Philadelphia Business Journal. Ira graduated cum laude from New York University with a Bachelor of Science degree in Economics and received his Master of Science degree in Accounting with honors from Northeastern University.