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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.

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