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Merger Part 4
Posted: September 5, 2017 at 9:20 pm
Merger Part 4
171.11 KBWhere Do We Go From Here? Thus far in our past three columns on this topic, we have talked about why firms typically look to merge, what to consider in a merger candidate, and why younger and soon-to-be...
Accountability for Performance Management Part 2
Posted: July 28, 2017 at 8:41 pm
Accountability for Performance Management Part 2
128.68 KBIn my last column, I commented that accountability is often the topic of discussion regarding other people. In other words, someone wants other people to behave as appropriately as they are. I also ended...
Merger Part 2
Posted: December 18, 2014 at 10:52 pm
Merger Part 2
166.74 KBMERGER (column 2) – WHAT TO CONSIDER IN A POTENTIAL MERGER CANDIDATE BY DOM CINGORANELLI, CPA, CMC AND BILL REEB, CPA, CITP In the first column, we looked at common reasons (excuses in some cases...
Partner Shareholder Agreements Part 3 Of 3
Posted: December 18, 2014 at 10:52 pm
Partner Shareholder Agreements Part 3 Of 3
96.57 KBIn part three on this topic, we are going to pick up on the departure/termination policies. While we listed these in the second column, I am including them here for your ease of review. Those policies...
Partner Shareholder Agreements Part 2 Of 3
Posted: December 18, 2014 at 10:52 pm
Partner Shareholder Agreements Part 2 Of 3
110.08 KBIn part two of this topic, as we committed previously, we are going to start out with a list of common policies that we cover with our firms, as well as some common issues that are important to address...
Partner Compensation Part 5
Posted: December 18, 2014 at 10:52 pm
Partner Compensation Part 5
231.18 KBBuilding a Village” Partner Compensation Plan During our last column, we discussed ways to make the necessary equity adjustments to compensate successful “Eat What You Kill (EWYK)” superstars for...
Partner Shareholder Agreements Part 1 Of 3
Posted: December 18, 2014 at 10:52 pm
Partner Shareholder Agreements Part 1 Of 3
105.02 KBMost of the time when we are called in to work with firms, it is to help them plan for or implement significant change. The dialogue may start out with a general firm retreat, or it might simply be a session...
Partner Roles And Responsibilities Part 4
Posted: December 18, 2014 at 10:52 pm
Partner Roles And Responsibilities Part 4
125.05 KBI told you in my last column that partner rainmaking skills are not as important as most firms think. Here is why: For most firms, new business comes through referral. Therefore, the bigger a partner’s...
Partner Compensation Part 2
Posted: December 18, 2014 at 10:52 pm
Partner Compensation Part 2
177.11 KB“Eat What you Kill” Partner Compensation Plan In my last column, I discussed the differences between the “Eat what you Kill” versus the “Building a Village” models. In the next few columns,...
Partner Roles And Responsibilities Part 2
Posted: December 18, 2014 at 10:52 pm
Partner Roles And Responsibilities Part 2
175.23 KBMore on Partner Roles and Responsibilities As promised, this column is a continuation of my last column on partner roles and responsibilities. Because of the focus of my discussion below, I need to add...
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