When Partners Stop Growing

BONUS CHECKLIST: Nine things needed for firm growth. By Ed Mendlowitz The CPA Trendlines Practice Doctor QUESTION: I am the managing partner and run a tight ship, however, some of my partners do not appear to be growing and on … Continued

How to Read Your Firm’s Cultural Blueprint

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

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 … Continued

Gauge Firm Culture to Move Toward Partner

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

Most 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 … Continued

15 Ways to Attract Merger Partners

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 … Continued