Podcast: The human side of M&A
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, chief operating executive at 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.
Listen to our conversation in its entirety.