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Podcast: Succession Planning Priorities for Every CPA Firm

Updated: Jan 11, 2021

As CPA firm leaders plan for succession, there are priorities that should advance to the top of every firm's list, including compromise, vision, team composition, perspective, and timeline.

For this PICPA CPA Conversations podcast, Pennsylvania CPA Journal editor-in-chief Bill Hayes sat down to interview Ira Rosenbloom of Optimum Strategies on the top management priorities for CPA firms.

Listen to the podcast on SoundCloud

Listen to/download the podcast and read the full transcript at

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