7 Points of a Well-Crafted Partner Buyout Agreement
Succession planning is a daily partner duty.
By Marc Rosenberg
The Rosenberg Practice Management Library
THE PARTNERSHIP
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
Why Governing by Partner Ownership Is Bound to Fail
5 major issues that firm agreements must address.
By Marc Rosenberg
The Rosenberg Practice Management Library
Six Ways to Retain NextGen Staff
68% of young employees are job hunting in the next year. How about yours?
By Marc Rosenberg
The Rosenberg Practice Management Library
How to Develop a Truly Progressive NextGen Culture
Why following up is so important.
By Marc Rosenberg
The Rosenberg Practice Management Library
The Top 5 Concerns of Great Managing Partners
Growth and mergers didn’t make the cut, so what did?
By Marc Rosenberg
The Rosenberg Practice Management Library
Partners: When To Speak Up and When To Shut Up
Sometimes the team needs to come first.
By Marc Rosenberg
The Rosenberg Practice Management Library
Grissom and Aquila on Partner Performance Evaluations
Business development is everyone’s job.
By August Aquila and Angie Grissom
The August Aquila Leadership Collection
