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How COVID Has Changed Succession Planning for Accounting Firms

COVID continues to impact society and the world. The pandemic has created tragedies and difficulties, and has changed the way we approach business. Yet it has also offered new ideas, imperatives, and opportunities, especially in the area of CPA firm succession.

The shifts we are seeing in succession—whether internal or external—are largely a function of technology, quality of life, client needs (and demands), and resources.

In this blog for Jetpack Workflow, Ira Rosenbloom of Optimum Strategies, outlines the most important factors accounting practices should take into account whether they're looking for internal or external succession strategies.

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