CPA Firm Succession Planning Priorities - a podcast by Pennsylvania Institute of Certified Public Accountants

from 2020-05-07T11:00

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In the third segment of our five-part monthly series on the top priorities for CPA firm management, Ira Rosenbloom of Optimum Strategies in Spring House, Pa., explores the musts in the area of succession planning. Among the aspects he discusses are team composition, organizational vision, and timeline concerns.

To read the full transcript click here.

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