How to Enhance Succession and Optimize the Value of Your Firm (MAP SIG)
11:00 AM - 1:00 PM
Event Registration
Event Type(s)
Special Interest Group Event
Event Description
How to Enhance Succession and Optimize the Value of Your Firm
Attendees will learn about the KPIs and practice composition that will optimize value and quality of life — and set the stage to either motivate team members to become owners in their firm or make a firm more appealing for M&A.

Round table discussion to follow presentation.

Date: Wednesday, July 17th
Time: 11:00 am - 1:00 pm
2900 South Quincy Street, Ste. 360, Arlington, VA 22206 or by virtual zoom webinar
Delivery: Hybrid (In-person or Virtual)
Benefit: 2 CPE  and Lunch provided for in-person participants.
Cost: Free to NCVSCPA members and $40 for non-member guests

Presenter Biography: Ira Rosenbloom, Chief Operating Executive, Optimum Strategies

Ira Rosenbloom, CPA (inactive), The Merger & Succession Solver, helps CPA firms of $1 million to $20 million evaluate and complete M&A transactions and achieve their goals. For many firms, this starts with determining which side of the deal table they want to sit on—buyer or seller. As COE of Optimum Strategies, which he founded in 2010, Ira offers firm leaders objective and proven guidance, advising on matters of internal and external succession, optimizing competitive advantage, and improving performance and profitability metrics. Ira previously served as managing partner of a mid-sized regional accounting firm, practice director for a national firm, and as regional partner in a national CPA M&A advisory firm.

Setting: Hybrid
Wendroff & Associates, LLC
2900 South Quincy Street, Ste. 360
Arlington, VA 22206

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