bonus checklist: 5 ways to make sure the firm’s people believe in both themselves and the culture. by martin bissett passport to partnership cultural issues are dynamic, very broad and unique in each firm. as such it is a challenge to summarize … continued
bonus checklist: 17 minuses. turn-ons and turn-offs.
by marc rosenberg
cpa firm mergers: your complete guide
what make a firm most attractive to a merger partner?
more on mergers: 13 reasons accounting firms merge | mergers 101: when negotiations aren’t really negotiations | 5 steps to take before merging
these apply to all types of mergers. read more →
bonus: case study and worksheets: 3 questions to gauge your own competence, 4 questions about your personal brand and a 5-point checklist. by martin bissett passport to partnership the passport to partnership study collated a number of responses in a … continued
卡塔尔世界杯常规比赛时间 joins with the succession insititute to launch new practice management resource center for firms of all sizes. 卡塔尔世界杯常规比赛时间 is pleased to offer growth-minded firms a vast new set of resources through a special alliance with the succession … continued
plus how to handle partners who want to opt out.
by marc rosenberg
retirements & buyouts
how do mergers impact a firm’s partner retirement plan?
more on buyouts: why 30% of cpa firm retirement plans are defective | are partner buyout plans just ponzi schemes? | clawback and how to handle it | can partners compete after they leave? | disability is far more complex than death | mandatory retirement? 4 reasons the firm comes first | how to transition clients from retiring partners | vesting can cover part-timers, too | eat what you kill? then maybe ‘book of business’ is for you | the multiple of compensation method, fully explained | 5 points to consider when paying out goodwill | how to set terms and limits for goodwill payouts | 4 ways to decide how to pay out capital
these suggestions propose verbiage that could be included in the firm’s partner agreement: read more →