Succession Management
PCPS Succession Institute 2016 Succession Survey Results for Multi-Owner Firms Part 6
368.30 KBThis article summarizes selected results of the Private Companies Practice Session (PCPS) and Succession Institute (SI) 2016 Succession Planning Survey (the full survey results available through the PCPS...
PCPS Succession Institute 2016 Succession Survey Results for Multi-Owner Firms Part 5
272.70 KBThis article summarizes selected results of the Private Companies Practice Session (PCPS) and Succession Institute (SI) 2016 Succession Planning Survey (the full survey results available through the PCPS...
PCPS Succession Institute 2016 Succession Survey Results for Multi-Owner Firms Part 4
279.48 KBThis article summarizes selected results of the Private Companies Practice Session (PCPS) and Succession Institute (SI) 2016 Succession Planning Survey (the full survey results available through the PCPS...
PCPS Succession Institute 2016 Succession Survey Results for Multi-Owner Firms Part 3
226.10 KBThis article summarizes selected results of the Private Companies Practice Session (PCPS) and Succession Institute (SI) 2016 Succession Planning Survey (the full survey results available through the PCPS...
PCPS Succession Institute 2016 Succession Survey Results for Multi-Owner Firms Part 2
0.00 KBThis article summarizes selected results of the Private Companies Practice Session (PCPS) and Succession Institute (SI) 2016 Succession Planning Survey (the full survey results available through the PCPS...
PCPS Succession Institute 2016 Succession Survey Results Part 1 - Solo Practitioners & Sole Proprietors
187.73 KBThis article summarizes selected results of the Private Companies Practice Session (PCPS) and Succession Institute (SI) 2016 Succession Planning Survey (the full survey results available through the PCPS...
Equity Allocation and Reallocation - Part 3
73.82 KBA REALLOCATION PROCESS In my last column, we reviewed how changes in ownership, without proper planning, can easily alter the decision-making dynamics in a firm forever. With this column, we want to introduce...
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...
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
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)...
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