Archive
Managing Succession Fundamentals Part 7
Posted: April 8, 2015 at 3:20 pm
Managing Succession Fundamentals Part 7
222.41 KBNow, for the final column on Succession Fundamentals. In our last column, after discussing issues to consider regarding retiring partners, we started down the road of identifying the various sections that...
Managing Succession Fundamentals Part 6
Posted: April 8, 2015 at 3:20 pm
Managing Succession Fundamentals Part 6
349.54 KBWe have finally come full circle on this discussion. We have gone from discussing how to pay your partner for his or her value in the firm, covered why establishing a mandatory sale of ownership date (MSO)...
Managing Succession Fundamentals Part 5
Posted: April 8, 2015 at 3:19 pm
Managing Succession Fundamentals Part 5
368.97 KBThus far, in this Succession series, we have covered how to pay your partner for his/her value in the firm, pinned down a mandatory sale of ownership date (MSO) so that you can phase partners out of their...
Managing Succession Fundamentals Part 4
Posted: April 8, 2015 at 3:19 pm
Managing Succession Fundamentals Part 4
161.80 KBTo recap, in my past three columns, you have decided how to pay the partner for his/her value in the firm,you have pinned down the mandatory sale of ownership date (MSO) so you can phase that partner out...
Managing Succession Fundamentals Part 3
Posted: April 8, 2015 at 3:18 pm
Managing Succession Fundamentals Part 3
190.67 KBNow that you have determined how to pay the partner for his/her value in the firm and you have pinned down the mandatory sale of ownership date (MSO) so you can phase that partner out of serving in a leadership...
Managing Succession Fundamentals Part 2
Posted: April 8, 2015 at 3:18 pm
Managing Succession Fundamentals Part 2
316.01 KBAs committed, this column will pick up by identifying foundational issues of a good succession plan. I will conclude this series by addressing why and how the initiatives identified in the first article...
Managing Succession Fundamentals Part 1
Posted: April 8, 2015 at 2:57 pm
Managing Succession Fundamentals Part 1
338.28 KBMISDIRECTION IN SUCCESSION MANAGEMENT You can’t go a week without seeing some article or blog focused on succession management and everyone seems to have a different opinion as to what is important when...
Management and Leadership in a CPA Firm – Part 6
Posted: April 8, 2015 at 2:56 pm
Management and Leadership in a CPA Firm - Part 6
168.88 KBIn our last column, we took a pretty deep dive into what you might include in a competency model for your firm. Now it is time to talk a little about how you use something like this to develop your people....
Management and Leadership in a CPA Firm – Part 5
Posted: April 8, 2015 at 2:56 pm
Management and Leadership in a CPA Firm - Part 5
226.51 KBIn our last column, we talked about some high level competency areas we focus on when evaluating people within a firm and we introduced the “relative importance” concept as a way to differentiate expectations...
Management and Leadership in a CPA Firm – Part 4
Posted: April 8, 2015 at 2:54 pm
Management and Leadership in a CPA Firm - Part 4
245.87 KBOur fourth column picks up with our discussion about how to become a more effective people manager and developer. In our first three columns on this topic, we have covered 1) various styles of leadership/managers,...
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