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5 Factors That Drive External Successors to Make a Deal

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.



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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