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4 Factors to Drive a Potential Internal Successor to Say "Yes!"

Updated: Aug 3, 2022

CPA firms have long relied on internal succession as the key to remaining independent. However, right now, keeping the practice in-house is more difficult than ever.


In this short video, Ira Rosenbloom, Chief Operating Executive of Optimum Strategies, discusses the ways you can move an internal successor to intentionally say, "Yes" and lead the practice to continued success.


Optimum Strategies

​325 Sentry Parkway, Building 5 West

Blue Bell, PA 19422

Mailing Address:

P.O. Box 962, Spring House, PA 19477

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optimizing advantage for CPA firms

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.

Serving the Mid-Atlantic 

Pennsylvania, Delaware, New Jersey, Maryland, Virginia, and Washington, DC.

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