* The Succession Institute, LLC is not a CPA Firm
Archive

Implementing the Partner Goal Process: Step-by-Step Instructions Handout.PDF

Posted: April 9, 2020 at 5:21 pm

Implementing the Partner Goal Process: Step-by-Step Instructions Handout.PDF

376.47 KB
Implementing the Partner Goal Process: Step-by-Step Instructions Handout.PDF This is the downloadable slide handout to accompany the video https://www.successioninstitute.com/implementing-partner-goal-process/ <Handout...

No Comments read more

How to Build a Partner Compensation System that Supports Accountability Handout.PDF

Posted: April 9, 2020 at 5:18 pm

How to Build a Partner Compensation System that Supports Accountability Handout.PDF

301.79 KB
How to Build a Partner Compensation System that Supports Accountability Handout.PDF This is the downloadable slide handout to accompany the video https://www.successioninstitute.com/partner-compensation-system-accountability/ <Handout...

No Comments read more

Pulling It All Together with a Partner-Shareholder Agreement Handout.PDF

Posted: January 23, 2020 at 9:18 pm

Pulling It All Together with a Partner-Shareholder Agreement Handout.PDF

649.99 KB
Pulling It All Together with a Partner-Shareholder Agreement Handout.PDF This is the downloadable slide handout to accompany the video https://www.successioninstitute.com/partner-shareholder-agreement/ <Handout...

No Comments read more

Implementing Roles, Responsibilities and a Competency Framework in Your Firm: Step-by-Step Instructions Handout. PDF

Posted: January 23, 2020 at 9:07 pm

Implementing Roles, Responsibilities and a Competency Framework in Your Firm: Step-by-Step Instructions Handout. PDF

1.69 MB
Implementing Roles, Responsibilities and a Competency Framework in Your Firm: Step-by-Step Instructions Handout. PDF This is the downloadable slide handout to accompany the video https://www.successioninstitute.com/implementing-roles-responsibilities-competency-framework/ <Handout...

No Comments read more

Partner Roles and Responsibilities – The Key to Firm Growth

Posted: September 27, 2018 at 10:29 pm
Partner Roles and Responsibilities – The Key to Firm Growth

Partner Roles and Responsibilities – The Key to Firm Growth

154.46 KB
Whether you simply desire to improve your firm’s operations, or identify and implement a new long-term strategy, you need to be clear about the role that the owner(s), partners or shareholders should...

No Comments read more

Partner Roles And Responsibilities Part 4

Posted: December 18, 2014 at 10:52 pm
Partner Roles And Responsibilities Part 4

Partner Roles And Responsibilities Part 4

125.05 KB
I 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...

No Comments read more

Partner Roles And Responsibilities Part 2

Posted: December 18, 2014 at 10:52 pm
Partner Roles And Responsibilities Part 2

Partner Roles And Responsibilities Part 2

175.23 KB
More 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...

No Comments read more

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

124.90 KB
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...

No Comments read more

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

125.34 KB
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...

No Comments read more