Winning Continuity Plans for Owners, Clients, and Successors
- Optimum Strategies
- Apr 3, 2024
- 1 min read
Successful practice continuity depends on making three parties happy: Clients, firm owners, and the next set of owners, successors, or protectors.
In the spring 2024 issue of the Pennsylvania CPA Journal, Ira Rosenbloom offered several pathways to establish a framework for a succession that is a win for all parties.
