Making Partner: 15 Steps to the Buy-In

ALSO: Common practices, impact of ownership percentage and alternate buy-in methods.

By Marc Rosenberg
The Rosenberg Practice Management Library

Let’s go over structuring a new partner buy-in step by step.

MORE: Making Partner: Do the Math | There are Two Kinds of Accounting Firms | How to Get Promoted to Manager | The 17 Rules for Making Partner at a CPA Firm
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We’ll start by calculating goodwill. And we’ll finish with signatures.

Posted on July 20, 2021

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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