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Test Succession & Transition Viability

Test Succession & Transition Viability

Test Succession & Transition Viability

Article by Ira Rosenbloom. Published in PICPA CPA Now January 26, 2018. Successfully transitioning a CPA firm or a book of business is...

Jan 26, 20181 min read

Don’t Settle for Good When You Can Be Irreplaceable

Don’t Settle for Good When You Can Be Irreplaceable

Don’t Settle for Good When You Can Be Irreplaceable

Many CPA firms do well. Others may be deemed very successful. And then there are those standout firms that are considered irreplaceable....

Aug 2, 20173 min read

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Optimum Strategies helps Mid-Atlantic CPA firms in Philadelphia, Cherry Hill, Baltimore, Bethesda, Arlington, Reston, Richmond, and Washington, DC — as well as surrounding regions — plan internal succession, improve performance, and navigate mergers and acquisitions. Led by Ira Rosenbloom, we provide strategic support for every stage of firm growth and transition.

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