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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 PICPA.org



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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