partner

when partners stop growing

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bonus checklist: nine things needed for firm growth.

by ed mendlowitz

question: i am the managing partner and run a tight ship, however, some of my partners do not appear to be growing and on some level that is holding back the firm’s overall growth.

more practice doctor q&a: billing procedures make collecting easier | there’s more to growth than marketing | how to make staff a team again | before you even think about selling your practice | how to make annual staff evaluations work | it’s not sales. it’s your duty | when staffers stagnate | quote with care when asked for valuation | how much should you pay to buy, sell or merge an accounting practice? | when fees don’t keep up with cost increases | 10 (nearly) painless ways to keep up to date with technology | 44 critical criteria for accounting staff performance evaluations | 5 time management tips for an overworked accountant | running an accounting business

any suggestions or is this just the way it is? read more →

how to read your firm’s cultural blueprint

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bonus checklist: five-part analysis to measure partner material. by martin bissett passport to partnership what conclusions can you draw from your knowledge of how the promotion system works in your firm that you need to keep in mind? more on the … continued

13 ways to screw up a merger

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bonus checklist: 12 nuances and idiosyncrasies to anticipate.

by marc rosenberg
cpa firm mergers: your complete guide

in the best case, mergers go smoothly.

more on mergers: 15 can’t-skip merger terms to decide | 14 keys to a successful merger | 13 reasons accounting firms merge | mergers 101: when negotiations aren’t really negotiations | 5 steps to take before merging

but we’re dealing with people, so sometimes things aren’t so neat. some common pitfalls: read more →

gauge firm culture to move toward partner

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bonus partnership pointers checklist: 3 questions to evaluate the culture at your own firm. by martin bissett passport to partnership this second c is a stormy and choppy one, often fraught with political icebergs but navigated diplomatically and with maturity, … continued

14 keys to a successful merger

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man in suit with hand extended, coworkers in backgroundmost successful mergers take several months – or longer.

by marc rosenberg
cpa firm mergers: your complete guide

so, you’ve met a potential merger candidate. great!

more on mergers: 13 reasons accounting firms merge | mergers 101: when negotiations aren’t really negotiations | 5 steps to take before merging

but wait! curb your enthusiasm long enough to take an objective look at the future, using at least these 14 sets of questions: read more →