Ron joined LGA when ALL CPAs merged with the firm, after playing a pivotal role in the growth and success of ALL CPAs as its Managing Partner. Prior to that, he founded and managed his own CPA practice, Loberfeld, Sherman & Co., in 1984, where he led the development of its management consulting and financial planning services. Ron’s client work spans a variety of industries, including professional services, hospitality, real estate, medical practices, and healthcare.
Ron provides a comprehensive range of services, including strategic business and tax planning, contract negotiation, bank financing, litigation support, management succession, ownership transitions, and trustee services. His experience guiding businesses through complex transitions has positioned him as a trusted advisor.
In addition to his client-focused work, Ron is an accomplished public speaker and consultant, offering retreat facilitation, strategic planning, and coaching services. He works closely with CPA firms and other professional service providers, helping them address key business challenges and unlock growth opportunities.
Why Work with Ron?
Ron’s in-depth knowledge of mergers and acquisitions makes him a valuable resource for CPA and law firms undergoing significant transitions. He provides tailored guidance in ownership transitions, management succession, and strategic growth, ensuring that firms achieve their goals smoothly and successfully. Ron’s hands-on approach and ability to deliver practical solutions have earned him the trust of professional service providers navigating change.
Education:
- Babson College, Bachelor of Science Degree in Accounting
Professional Affiliations:
- American Institute of Certified Public Accountants (AICPA)
- Massachusetts Society of Certified Public Accountants (MSCPA)
- Institute of Certified Public Accountants in Israel
- Co-Chair, MSI Global Alliance “Managing Partner Special Interest Group”
- MSCPA “Management of an Accounting Practice” (MAP) Committee, member & past chair
- Past President and Board Member, Congregation Shaarei Tefillah, Newton
Personal:
Ron and his wife Roberta are the proud parents of three children and nine grandchildren.