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Partner Roles And Responsibilities Part 3

Posted: December 18, 2014 at 10:52 pm
Partner Roles And Responsibilities Part 3

Partner Roles And Responsibilities Part 3

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More on Partner Roles and Responsibilities As promised, this column is a continuation of my last column on partner roles and responsibilities. In this column, I am going to expand my discussion on the...

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Partner Roles And Responsibilities Part 1

Posted: December 18, 2014 at 10:52 pm
Partner Roles And Responsibilities Part 1

Partner Roles And Responsibilities Part 1

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I thought I would step back this month and share with you my general definition of a partner’s roles and responsibilities. While I am not suggesting that this is the only effective definition of a partner’s...

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Partner Compensation Part 6

Posted: December 18, 2014 at 10:52 pm
Partner Compensation Part 6

Partner Compensation Part 6

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During our past 5 columns on Partner Compensation, we have discussed: The Eat What You Kill (EWYK) model of operations and how that impacts Partner Compensation The most common criteria used in EWYK partner...

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Partner Compensation Part 4

Posted: December 18, 2014 at 10:52 pm
Partner Compensation Part 4

Partner Compensation Part 4

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"Building a Village" Partner Compensation Plan My last three columns have focused on some fundamental compensation issues found in “Eat what you Kill” (EWYK – often called a Silo Model were there...

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Moving From The Success To Continuation Modes Of Operation Part 1

Posted: December 18, 2014 at 10:52 pm
Moving From The Success To Continuation Modes Of Operation Part 1

Moving From The Success To Continuation Modes Of Operation Part 1

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Now that we have introduced the 4 modes of operation (survival, safety net, succession and continuation) and then reviewed a case study regarding the same in my last column, I wanted to share a recent...

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Merger Part 3

Posted: December 18, 2014 at 10:52 pm
Merger Part 3

Merger Part 3

122.75 KB
As we mentioned in our last column, we are going to visit a couple of questions that have been posed to us by several of our younger partner readers on this topic. At the end of the day, remember that...

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Partner Compensation Part 3

Posted: December 18, 2014 at 10:52 pm
Partner Compensation Part 3

Partner Compensation Part 3

178.26 KB
In my last two columns, I focused on some fundamental compensation issues found in an “Eat what you Kill” (EWYK) partner compensation model. Logically, an EWYK formula focuses on taking care of the...

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Partner Compensation Part 1

Posted: December 18, 2014 at 10:52 pm
Partner Compensation Part 1

Partner Compensation Part 1

119.31 KB
“Eat What you Kill” versus “Building a Village” Re-designing Your Partner Compensation Plan One of the most difficult areas in a firm to address is partner compensation. This creates a significant...

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Merger Part 1

Posted: December 18, 2014 at 10:51 pm
Merger Part 1

Merger Part 1

137.39 KB
For at least the past 10 years, the merger market among CPA firms has been pretty active. While the market volume has waxed and waned a little several times during this period, mergers have been a topic...

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Equity Allocation and Reallocation – Part 2

Posted: December 18, 2014 at 10:51 pm
Equity Allocation and Reallocation - Part 2

Equity Allocation and Reallocation - Part 2

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In my last column, we concluded by saying, “we will take a more in-depth look at the common pitfalls we find with ownership distribution, issues to avoid in ownership distribution and finally, processes...

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