Top 7 Reasons CPA Firms Fail in Planning for Partner Retirements

1 in 6 firms have no formal, written exit plans in place.

By Marc Rosenberg
Retirements & Buyouts

Despite the clear, substantial value of a CPA firm, roughly 15% of multi-owner CPA firms – mostly firms with up to four partners – do not have a formal, written partner retirement plan. Why?

Posted on October 13, 2014

Marc Rosenberg

About the Author

Marc Rosenberg, CPA, is a nationally known consultant, author and speaker on CPA firm management, strategy, and partner issues.

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His CPA Trendlines publications include:

President of his own Chicago-based consulting firm, The Rosenberg Associates, he is founder of the most authoritative annual survey of mid-sized CPA firm performance statistics in the country, The Rosenberg Survey. He has consulted with hundreds of firms throughout his 20+ year consulting career. Accounting Today has acknowledged Marc Rosenberg as one of Top 100 Most Influential People in the CPA profession for the past 11 consecutive years and INSIDE Public Accounting has repeatedly recognized him as one of the Ten Most Recommended CPA Firm Consultants.

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