five priorities all successors share

number 5 drawn in sandeveryone wants a smooth transition.

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.

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however, regardless of where they come from or how they got there, cpa firm successors share common ground in the five priorities below.