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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.


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