Setting a High Bar for Successors That Is Achievable

Finding the right successor is an ongoing challenge for CPA firms. Many owners who see a successor coming from another firm – through merger or another combination – often set the bar so high that it becomes an almost messianic experience.


Yes, there should be high expectations set for strong leadership, planning, and communication skills. Finding perfection and a savior, though, should not be the goals.


For the Summer 2018 issue of Pennsylvania CPA Journal, we put together four realistic high-bar requirements to lead firms to their optimal succession.


Read it at PICPA's website (also attached here as an image).



© 2018 Optimum Strategies, LLC

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