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5 Factors That Drive External Successors to Make a Deal

  • Jul 21, 2022
  • 1 min read

Updated: Aug 3, 2022

Succession has long been a challenge for many accounting firms.


While internal succession has been the preference for many practices, there are industrywide challenges when it comes to staffing. Therefore, many look outside.


In this short video, Ira Rosenbloom, Chief Operating Officer of Optimum Strategies, presents five priorities for external successors to work out the best deal for long-term success.



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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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