A Crash Course in Partner Retirement/Buyout Plans

3 issues to decide and 25 main provisions to include.

By Marc Rosenberg

When firms call me for help on their partner agreement, I immediately ask this question: “Do you want help with your entire partner agreement or just the retirement/buyout part?” Two-thirds of the time, they want to address only the retirement plan.

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My practice in the area of CPA firm partner agreements consists of two parts:

  • The partner retirement/buyout plan.
  • Everything else. I often refer to this as the general partner agreement.