how well do you represent your firm?
a cautionary case study.
by martin bissett
passport to partnership
partner
6 keys to the perfect proposal
bonus checklist: 7 things that trusted advisors don’t need to do.
by martin bissett
passport to partnership
why most partner comp systems are performance-based
to perform well, partners need to work hard every year.
by marc rosenberg
partner comp: art & science
any discussion of partner compensation must start with a fundamental concept: should a partner group’s income allocation system be performance-based?
more on partner compensation: what partners earn and how they earn it | partner compensation: an art, not a science | how partners view compensation: it’s not all about the money | why most partner comp systems are performance-based
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the fact is: compensation motivates performance.
what conversion really means for partners
bonus checklists: 9 business development metrics you should be measuring, plus the 7 biggest errors when trying to win new fees.
by martin bissett
passport to partnership
want to merge? ask for data
bonus checklist: 17 data points you should exchange. and don’t forget the client list.
by marc rosenberg
cpa firm mergers: your complete guide
i have always been a big believer in the buyer and seller exchanging financial and operating information as early in the process as possible. numbers aren’t everything, but they do speak volumes. the data enables each firm to gain an understanding of the other in a manner that is not always possible in conversation.
more on mergers:merger prep: getting to know you | one times fees is a steal! | the merger process in 21 steps | plant seeds to turn up merger candidates | looking to grow your firm? how to find a seller in four steps | 13 ways to screw up a merger | 15 can’t-skip merger terms to decide | 14 keys to a successful merger | 13 reasons accounting firms merge
the data is also a good way to corroborate things that are said verbally.