Ira Rosenbloom: M&A Numbers Are Easy - Culture Fit Is Hard | The Disruptors episode artwork

EPISODE · Mar 11, 2025 · 57 MIN

Ira Rosenbloom: M&A Numbers Are Easy - Culture Fit Is Hard | The Disruptors

from CPA Trendlines Podcasts · host CPA Trendlines

Progressive firms are the key to the future of the profession.The DisruptorsWith Liz FarrThe world of M&A is full of disruption, distraction, and disorientation these days, says Ira Rosenbloom, CEO of Optimum Strategies. While the headlines focus on private equity’s increasing role in CPA firm acquisitions, two new types of acquirers are playing a bigger role: Family offices and wealth management.MORE PODCASTS and VIDEOS: Roman Villard: Ditch the Suit & Shine | Monique Swansen: Align Firm Values with Services | Tina McGill: How to Create Lasting Client Impact | Stefan van Duyvendijk: Develop Operational Mindset | Steve Evans: Why Traditional Hiring Methods Fail | Roger Knecht: Can You Be an Accountrepreneur? | Beth Whitworth: Focus on Outcomes Not Hours |Mike Sylvester: Learn to Say No | Salim Omar: Identify Your Client's $100,000 Problem | Jackie Meyer: Earn More with Fewer Clients | Jack Fleherty: Don't Be a 'Yes' Person | Greg Adams: From Finance to Storytelling | The Disruptors | Jody Padar: Make Radical Changes Now If You Want to Be Relevant in 2030 | Rebecca Driscoll: Amplify Reach By Helping Other Firm Owners | Rory Henry: Create the Return on Relationships | Mike Maksymiw: Be the Leader You Wish You Had | Terrell Turner: Build a Solid Business Showing Up as Yourself | Kelly Mann: Be the Bull in the China Shop | Alicia Katz Pollock: Create A Human-Centric Business | Nancy McClelland: Be the One Your Clients Ask FirstThese different participants are disrupting “the more traditional marketplace, which for years has been driven by two CPA firms getting together that had a lot in common, except one was larger and the other one was smaller,” says Rosenbloom. “I just think that what we've seen is there's not one approach that works for everybody. We're seeing dimension now. We're seeing a whole bunch of choices.”

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Ira Rosenbloom: M&A Numbers Are Easy - Culture Fit Is Hard | The Disruptors

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