THE ESSENTIALS

How to Bring in New Partners

Name: How to Bring in New Partners
SKU: MR99NWPR
Availability: InStock

The Complete Guide for Structuring Equity, Compensation, and Accountability Systems

By Marc Rosenberg CPA

Based on more than 20 years of experience analyzing and implementing partner acquisition strategies, this monograph guides you through all of the issues, considerations, and details related to bringing in new partners for firms of all sizes – to ensure that adding partners is the right step for the firm, and that it’s done right.

FREE U.S. SHIPPING by Priority Mail

You’ve got options!

Choose the NEW Print+PDF Upgrade option to start benefiting immediately with the instant download

$180.00 – $230.00

Links to download your PDF will appear on the order confirmation screen after purchase and in your email receipt from auto-confirm@cpatrendlines.com.
* Rosenberg PDFs are read-only – no printing, markup, reproduction, or further distribution. Downloadable to five personal devices.

Succession planning has hit CPA firms with a vengeance. As baby boomer partners approach retirement age, they naturally are focusing on who can take their place and eventually write their retirement checks. This monograph answers the questions, What are best practices in bringing in new partners? How is the buy-in structured? How does all this work?

FREE DOWNLOAD: Click here for sample pages

Click here to see more from this author on CPA Trendlines.

YOUR QUESTIONS ANSWERED

What is a partner these days?
Should we have non-equity partners?
How do firms develop staff into partner?
What does one get for the buy-in?
When are they ready?
How do new partners get compensated?
What should their buy-in be?
22 main provisions of a partner buyout plan
What should their ownership percentage be?
How should voting work?
How does capital get determined?
What about non-solicitation agreements?

Key Concepts
Structuring The Buy-In
What Do New Partners “Get” For Their Buy-In?
Ownership Percentage
Partners’ Capital
How Should New Partners Be Compensated?
Partner Retirement/Buyout Partner
Partner Retirement/Buyout Systems: 23 Main Provisions
How Are the Duties And Responsibilities Of A New Partner Different From Those Of A Manager?
What Vote Should New Partners Get?
Non-Solicitation Agreements
Equity vs. Non-Equity Partners
Appendix of Exhibits
Exhibit I – Bringing in a New Partner: Thresholds and Core Competencies
Exhibit II – Complications with Compensation Formulas
Exhibit III – Why Firms Retire Partners at 1x Fees or Less, WHY When Smaller Firms are Often Sold for Well Over 1x Fees
Exhibit IV – What a Partner Is and Is Not Entitled To
Exhibit V – What Is a Partner

Click here to see more from this author on CPA Trendlines.

Like & Share
Share
Post
Tweet
Email this

How to Bring in New Partners

$180.00 – $230.00

OUR TOTAL COMMITMENT TO YOUR TOTAL SATISFACTION

Tax, accounting and finance professionals worldwide rely on CPA Trendlines to deliver the actionable intelligence they need to identify and act on emerging issues and opportunities. We specialize in high-quality, concise executive briefings designed to help busy professionals improve their organizations, advance their careers, and enhance their lives. Our reports are relevant, timely and to-the-point, providing only the most essential, most practical, information. Many are readable in under an hour and are immediately actionable.

– Rick Telberg

President / CEO

CPA Trendlines / Bay Street Group LLC

_____________________

YOUR 100% SATISFACTION GUARANTEE

CPA Trendlines guarantees you will be 100% satisfied with your purchase or your money back. If you are less than completely satisfied for any reason, just return the item in saleable condition within 30 days of receipt to: CPA Trendlines Returns, 139 Washington Ave., Kingston N.Y. 12401-4825 USA. Please enclose a copy of the receipt or order confirmation. No hassle, no problem, no-questions-asked. After we receive the return, please allow seven days for the refund to be processed by your credit card company.

_____________________

CUSTOMER COMMENTS AND REVIEWS

“I received exactly what I was interested in and more. What was previewed about the book is what I received. Very satisfied!"

“You guys are on the front edge of the accounting industry and provide progressive and thought-provoking information to keep CPAs moving forward! Keep up the great work.”

“Your topics always seem to be on point & service is excellent!“

“Your materials are very well-written, both ‘on-point’ and ‘to-the-point!‘”

“"Good stuff!"“

“"Well written and to the point!”

“Great, timely information in an easy-to-read format.”

“Good resources for managing a CPA firm”

“Informative articles, information that’s hard to find anywhere else!”

“Information that’s impossible to get anywhere else."“

“You have been very responsive, provided great service, and you are providing a service that no one else does–giving us tools that help us build our practices!"”

“I have purchased four or five titles now, and I plan on buying more. They have all been extremely useful, and I read your articles consistently, and always get the information I can use from them. I have also been passing on your articles and information to my contacts–there are quite a few CPAs who are looking to move up or start their own businesses right now who could use the guidance.”

“Thank you very much again for your great service! And for providing help on a subject that Is very timely to me. It’s going to make a big difference in how my CPA firm moves forward."

“I’m getting so much out of CPA Trendlines. And right now I’m putting together my own firm."

_____________________

Need help? Have a question? Please email our Customer Service Team here

The Complete Guide for Structuring Equity, Compensation, and Accountability Systems

You’ve got options!

Choose the NEW Print+PDF Upgrade option to start benefiting immediately with the instant download

Links to download your PDF will appear on the order confirmation screen after purchase and in your email receipt from auto-confirm@cpatrendlines.com. * Rosenberg PDFs are read-only – no printing, markup, reproduction, or further distribution. Downloadable to five personal devices.

YOUR QUESTIONS ANSWERED

CONTENTS

Click here to see more from this author on CPA Trendlines.

How to Bring in New Partners

Links to download your PDF will appear on the order confirmation screen after purchase and in your email receipt from auto-confirm@cpatrendlines.com.
* Rosenberg PDFs are read-only – no printing, markup, reproduction, or further distribution. Downloadable to five personal devices.