How Much Time Does It Take To Be An Effective Managing Partner?
Most CPA firm partners ask the question a little bit differently. It goes something like: “We have X amount of revenue and Y number of partners, so how many …
Building Your Bench for Succession – A Few Ideas to Help You
Thousands of firms are working through the succession and retirement of senior partners and deciding along the way whether or not they can pull it off …
Cover These Bases For Every Retiring Partner in Succession Planning
Every firm is working through the succession maze and dealing with the exit of key partners in the firm. These partners leave holes in the firm that we have to …
How to Tackle the Grapevine in Your Firm
Communication (or the lack thereof) in every organization is critical. It is especially important in the accounting world where we have populated our firms …
Is Your Boat Spinning?
I will first give Bill Reeb due credit for the metaphor. Bill used a slide at a partner retreat that has stuck with me for a number of years. The slide showed …
Do Your Partner Agreements Include These Six Key Provisions?
In my prior firm, the review and revision of partner agreements was a process that happened every ten to fifteen years, if that often. I think that is pretty …