In These Turbulent Times, Leaders Must Lead!
Six things you needed to start doing yesterday.
By Allan Koltin
There is now a new way to keep score, and it is becoming the new normal…
THE PARTNERSHIP
Reward Partners for Performing Like Partners
Partnership is no time to coast.
By Marc Rosenberg
The Rosenberg Practice Management Library
Merging in Sellers: What You Need to Know
Buyer beware. Seriously.
By Marc Rosenberg
The Rosenberg Practice Management Library
Mandatory Partner Retirement?
Nearly two-thirds of multi-partner firms have a mandatory retirement provision.
By Charles Hylan
The Rosenberg Survey: National Study of CPA Firm Statistics
RELATED: CPA Firm Partner Agreement Essentials
Are Partners Getting Younger?
CPA Trendlines
For the last dozen or so years, the number of partners over age 50 has steadily climbed upward, but now that’s changing, according to the new Rosenberg MAP survey.
8 Ways Comp Systems Get Partners to Do What the Firm Needs
Is your firm’s message clear or cloaked?
By Marc Rosenberg
The Rosenberg Practice Management Library
7 Points of a Well-Crafted Partner Buyout Agreement
Succession planning is a daily partner duty.
By Marc Rosenberg
The Rosenberg Practice Management Library
Take Yoda’s Advice on Strategic Planning
Seven questions to determine whether you’re ready.
By Marc Rosenberg
The Rosenberg Practice Management Library
Mergers: What Could Go Wrong?
M&A veterans cite culture, personalities, and values as top deal-breakers.
By CPA Trendlines Research
The Finance Side of Goals and Compensation
Remember the “one firm” concept is at the core of this discussion.
By Bill Reeb
CPA Trendlines / Succession Institute
The Partner Comp Battleground
Who decides and how, including setting and monitoring goals.
By Bill Reeb
If You Don’t Eat What You Kill, What Do You Eat?
Clearing up confusion over partner compensation in the one-firm concept.
BONUS: The four phases of goal-setting.
By Bill Reeb
3 Ways to Emphasize the One-Firm Concept
… and 8 likely obstacles.
By Bill Reeb
CPA Trendlines / Succession Institute