Instructor
Bill Sheridan is a knowledge hunter, content curator and lifelong learner. As chief communications officer for the Maryland Association of CPAs, he created and co-authors the association’s acclaimed blog; he created and hosts the MACPA’s weekly “Future-Proof” podcast; and he manages the association’s member communications and numerous social networks. He was named one of Accounting Today’s “100 Most Influential People in Accounting” for 2016.
Mergers and acquisitions continue to reshape the accounting profession, but what happens after the deal closes? In this episode of Future-Proof, Bill Sheridan sits down with Ira Rosenbloom of Optimum Strategies to explore the human side of M&A and why people, not numbers, are often the deciding factor in whether a transaction succeeds or fails.
Ira shares insight into how communication gaps, cultural misalignment, staff anxiety, and leadership blind spots can derail even strong deals on paper. He also discusses how firms can better navigate transitions by involving employees earlier, communicating transparently with clients, and creating a clear vision for the future before entering negotiations.
Please be sure to listen to the podcast before accessing the on demand course for CPE.
LISTEN HERE: Ep. #246- The human side of M&A, with Ira Rosenbloom
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CPAs, accounting firm owners, partners, executives, practice managers, and other accounting professionals interested in mergers and acquisitions, organizational leadership, succession planning, and managing cultural and operational transitions within accounting firms.
