27 Tough Questions Every Firm Needs to Address

Eyeglasses resting on document labeled "retirement plan"On succession, retirement, valuation, sale or acquisition.

By Marc Rosenberg
CPA Firm Retreats

Before formally beginning the discussion part of a retreat session, it’s always a good idea to begin by asking the participants what they want to cover.

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As issues are suggested, the facilitator should write them down on a flipchart.