partner

thinking ‘downstream’ merger? check these 25 potential problems first

by

two businessmen look at a tablet while one drinks coffeematch expectations to reality.

by marc rosenberg
cpa firm mergers: your complete guide

when checking out a downward merger candidate, do your due diligence.

more on mergers for pro members: 12 reasons to merge in a smaller firm | 3 factors that always affect negotiations | what to discuss at the first merger negotiation meeting | mergers 101: when negotiations aren’t really negotiations | 5 steps to take before merging

here are the first 16 major issues to consider:

read more →

18 concerns about merging in smaller firms

by

man rubbing his eye and holding glasses while looking at computer with notes stuck to sidethe good news? they all can be overcome.

by marc rosenberg

though not universally true, larger firms will find many aspects of smaller firms to be below their own standards.

more on mergers: 20 terms to settle when merging up | 3 factors that always affect negotiations | what to discuss at the first merger negotiation meeting | what to ponder before issuing a letter of intent | plant seeds to turn up merger candidates | 13 ways to screw up a merger

the questions that the acquiring firm needs to ask are:

read more →

11 points in designing a partner comp system

by

businessman sitting on scales with stack of coins in other traybonus checklist: the 12 systems used by firms to allocate partner income.

by marc rosenberg
partner comp: art & science

because partner compensation is the most sensitive aspect of cpa firm practice management, adopting a new system or modifying the current one requires an exceptional amount of thought, care and study. here we summarize the many issues firms need to address in designing their partner compensation system.

read more →