Adamson Advisory

The number one issue on the minds of partners in 2013 is succession. It takes many forms and will have a major impact on your firm. In our presentations, we help you peel back the onion and get to the specific issues.

  • How does it impact your firm?
  • What is your succession action plan?
  • Is your firm really structured to survive succession?

Our other topics for 2013 include an examination of the managing partner’s job description; how to establish an effective partner goal setting process in your firm and merger tips to help you seal the right deal whether you are the buyer or the seller.

The Partner Advisor Speaker Series for 2013

Succession and Partner Retirement

Succession and Partner Retirement

This presentation explores the ticking time bomb that most firms are facing – partner succession. We look at best practices and the latest information from the PCPS 2012 Succession Planning Survey. What are the latest trends in the profession surrounding partner retirements? What are firms paying to their retiring partners and how do they structure it? We will address goodwill, how it is allocated among partners, payout terms, client transition expectations, the concept of mandatory retirement, post retirement employment and the latest trends in partner agreements. You will learn how your firm compares and what adjustments you may want to implement.

Managing Partner Succession – a Critical Transition

Managing Partner Succession – a Critical Transition

The aging CPA firm demographics mean that managing partners will be replaced in record numbers in the next five to ten years. For most firms it is THE critical leadership position and the most difficult to transition. What is your process for guiding the firm through this key succession challenge? How will you identify, groom and mentor your next Managing Partner? Will the role and your governance structure be the same or will it change? This session explores this major succession issue and will give you specific ideas and a process to get started.

Don’t Assume that “They” Get It. They Don’t!

Don’t Assume that “They” Get It. They don’t!

Most CPA firms spend a lot of time and money developing the technical skills of the partners and staff, and much less or often zero developing future leaders and partners. We wait for them to appear and they don’t. Does your recruiting process find all stars? Does your training and advancement structure develop them? What leadership training do you offer for managers and partners? How do you develop new partners to step into your shoes? This session will give you practical tips that you can use to start developing your successors.

Will Your Firm be Ready When the 600 Pound Gorillas Are Ready to Retire?

Will Your Firm be Ready When the 600 Pound Gorillas Are Ready to Retire?

Many of the most successful small to medium size firms are built around one or a handful of dominant talented people. The firm grew because of these partners, decision-making is in their hands, the vision of the firm is theirs, they decide how the pie is split – you get the idea. Does this sound like your firm? Don’t be surprised, it sounds like most firms. In this presentation we’ll dig into why this structure, or lack of one, has served so many firms so well for so long. More importantly we’ll help you understand how to create a structure so that the key people can retire and the firm can continue to grow and prosper.

So You Want to be Managing Partner!

So You Want to be Managing Partner!

Most of us are thrust into the Managing Partner role in our firms with little or no training or coaching. Who teaches you to be an effective MP? How do you know if you’re performing well? Your partners won’t tell you. If you’re new to the job, do you just do it the same way as your predecessor? Is that the best approach for the firm? Who will mentor you? This presentation takes an inside look at the job and breaks it down into six buckets to help you divide and conquer.

Mergers and Acquisitions – an Update

Mergers and Acquisitions – an Update

There will be more CPA firm mergers in the next five years than in our entire history as a profession. We will discuss the “Perfect Storm” that is driving the activity and we will cover the mega – mergers of top 100 firms down to the sole practitioners that many firms are buying. What are the current trends and terms and what do you need to know as a potential buyer or seller?

Falling in Love? Five Merger Tips to Help You Seal the Deal

Falling in Love? Five Merger Tips to Help You Seal the Deal

Mergers are hot and the number of deals will reach an all time high in 2013. Having completed five mergers as a managing partner, I learned many lessons along the way and have some of the scars to prove it. There is no question that I was smarter on number five than on the first one. Whether you are the buyer or the seller, this topic will explore some practical dos and don’ts that will help you find and seal the right deal.

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