It will be several months well spent.
By Marc Rosenberg
CPA Firm Mergers: Your Complete Guide
So, you’ve met a potential merger candidate. Great!
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But wait! Curb your enthusiasm long enough to take an objective look at the future, using at least these 14 sets of questions: READ MORE →
Firms, not candidates, are to blame for a generation of superstars declining the summons.
Gear Up for Growth
with Jean Caragher
for CPA Trendlines
Few voices carry more weight on the question of who becomes a partner, and why, than Jim Metzler’s.
So when the former AICPA vice president and longtime mentor to emerging firm leaders says the profession’s top performers are hesitating at the threshold of partnership, firm owners would do well to listen.
MORE Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | MORE Gear Up for Growth here |
In the new episode of “Gear Up for Growth,” hosted by Jean Caragher of Capstone Marketing, Metzler lays out why – and what separates the firms that keep their stars from the ones that lose them.
“The bigger the superstar in the firm, the more they say, ‘I’m really not sure if I want to be a partner,’” says Jim Metzler, founder of Metzler Advisory Group and author of “The Emerging Partner Playbook: A Complete Guide for Emerging Partners in CPA Firms,” this edition of “Gear Up for Growth,” powered by CPA Trendlines and hosted by Jean Caragher, president of Capstone Marketing. READ MORE →
The seven levels of communication management we engage in.
By Martin Bissett
Passport to Partnership
Ultimately, when we have to interact with clients, subordinates, superiors or peers, the questions are always the same: Who do I need to deliver this information to and what approach would they respond most favorably to?
Exclusively for PRO Members. Log in here or upgrade to PRO today.In arriving at “Communication” we come to the most intangible of all the components to obtain a “passport to partnership.”
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Take a hard look at your partners.
By Domenick J. Esposito
8 Steps to Great
Let’s take a deep dive into both a firm’s partner mix and its compensation model.
Exclusively for PRO Members. Log in here or upgrade to PRO today.In a “Good to Great” research study on high-performing organizations performed by Jim Collins, it was concluded that the method of compensation, as a causal factor for high and sustained performance, is largely irrelevant. The study concluded that whatever system is in use, it simply must be rational and equitably managed and that high sustained performance is largely the result of doing many things well.
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Your firm has a cultural blueprint. Read it.
By Martin Bissett
Passport to Partnership
What conclusions can you draw from your knowledge of how the promotion system works in your firm that you need to keep in mind?
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In terms of firm culture, you need to understand the four navigational points of the compass:
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