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

  • May 29, 2025
  • 1 min read

Updated: Sep 6, 2025

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


Optimum Solutions' Ira Rosenbloom offered some key questions to help firm leaders decide on the best course for internal and external succession in this blog published in Accounting Today.

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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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