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AT Think: To Succeed at Succession, Ask Yourself These Hard Questions

AT Think: To Succeed at Succession, Ask Yourself These Hard Questions

AT Think: To Succeed at Succession, Ask Yourself These Hard Questions

Many CPA firm leaders grapple with the right approach to practice succession. To help firms figure out the best succession solution for...

May 29, 20251 min read

Succession Questions That Need Answers During Tax Season

Succession Questions That Need Answers During Tax Season

Succession Questions That Need Answers During Tax Season

Tax season puts all CPA firms to the test. It requires that your people, procedures, technology, and client services are all working at...

Mar 4, 20252 min read

Make-or-Break Questions to Succeed at Transition and Succession

Make-or-Break Questions to Succeed at Transition and Succession

Make-or-Break Questions to Succeed at Transition and Succession

Talent conditions in the CPA community impact firms in many ways. While larger firms may have advantages at times, they too have...

Nov 15, 20232 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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