Adamson Advisory

CPA Partner Agreement Tune-Up Checklist

Partner agreements in most CPA firms get too little attention too, infrequently. They go in the file or desk drawer and stay there until “something” happens. Our goal at Adamson Advisory is to give you tools and tips that you can use in your firm, and hopefully nudge you into action before that “something” happens.

Here is a short checklist that you can use to review your firm’s partner agreements. It contains some guidelines that will get you started. We’ve also included some of the latest information on retirement provisions and current thinking that the profession is embracing.

If you’re like most firms, it has been awhile since you reviewed where you stand. Don’t put it off any longer.


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