by ira rosenbloom
the complexities of succession are significant no matter whether the route you take is internal or external. either scenario requires a significant time investment, and each one has different features with associated levels of change and adjustment.
more: refocus on year-round best practices | 5 keys to m&a success | 10 steps to a superior tax department | 10 ways to protect your best clients from your competitors | are you overthinking an m&a deal? | how to put the ‘success’ in succession
however, regardless of where they come from or how they got there, cpa firm successors share common ground in the five priorities below.