The 8 Basics for Data-Based Partner Performance Evaluations

Plus: 3 choices for setting the reporting year.

By Marc Rosenberg
Partner Comp: Art & Science

There is no standard list of data to review for evaluating partners.

MORE ON PARTNER COMPENSATION: 5 Types of Partner Evaluations | Should the MP Be the Highest Paid Partner? | Integrating Partner Comp with Strategic Planning | Partner Pay: The Declining Importance of Book of Business | 3 Non-Performance-Based Comp Systems | 3 Subjective Compensation Systems | What Partners Earn and How They Earn It | Why Most Partner Comp Systems Are Performance-Based

But here is a good, solid list of the eight basics:

Posted on July 10, 2016

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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