What would make the next generation say yes to ownership? In part one of this conversation, Rob Brown talks with CPA firm succession adviser Ira Rosenbloom about why leadership transitions should begin earlier.

Ira explains his view that “55 is the new 65”: a time to shift responsibilities, mentor future leaders and begin transferring equity gradually. They also discuss flexibility, investment in firm infrastructure and developing entrepreneurial skills before succession becomes urgent.

Part two arrives tomorrow with a closer look at partner alignment and external succession options.

IPA will host a live Q&A on Sept. 24. Rob and Chelsea will answer questions about the 2026 data and the leadership issues explored throughout the series. Set a reminder by clicking “Notify me,” then leave your question in the comments.

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