8 Key Items for Partner Agreements

Forethought now can save headaches later.

By Marc Rosenberg
The Rosenberg Practice Management Library

A partner agreement can cover a lot of ground.

MORE: 12 Basics of Partner Agreements | 10 Merger Hiccups for Partners | Mandatory Retirement: Pros and Cons (And Is It Legal?) | Deciding How to Allocate Partner Income | Making Partner: Today’s 15 Essential Skills and Traits | How to Specify Managing Partner Duties | Ownership Percentage and Capital Accounts | 5 Key Reasons to Have a Partner Agreement
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In this post, we’ll cover eight miscellaneous provisions you might include:

Posted on November 7, 2018

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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