top of page

The Ideal Future Owner of Your Firm? Meet the Millennials.

Updated: Mar 22, 2018

When accounting firm leaders start to formulate a succession plan and think about the future of their firms in the near- and long-term, they hit a block. Sure, they want to groom new, capable partners and owners. But to be a great leader, one has to be beyond smart. A leader must be creative, intellectually curious, passionate and entrepreneurial, and must be able to communicate with a clear vision.


The good news? The perfect candidate for future leadership may be closer than you think. Meet the Millenials (people born roughly between 1982 and 2000) and learn about some of the leadership qualities this group exhibits, in this article originally published in VSCPA Disclosures magazine.

ree

ree


Optimum Strategies

​325 Sentry Parkway, Building 5 West

Blue Bell, PA 19422

Mailing Address:

P.O. Box 962, Spring House, PA 19477

  • LinkedIn
  • Youtube

©2025 Optimum Strategies, LLC

All Rights Reserved 

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.

bottom of page