Succession Management
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
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
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
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
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...
Succession Planning—Where Does Your Organization Stand?
522.32 KBSuccession Planning—Where Does Your Organization Stand? What if the Beer Truck… What have you done at your organization to prepare for succession in key management positions? Have you answered the...
Make Sure Your Buy-Sell Agreement Fits Your Business Model-reprinted with permission of Today's CPA
0.00 KBWith each passing year, more CPAs in public practice will be searching for an acceptable exit strategy. Most CPAs practicing in public accounting are in smaller firms and that segment of the profession...
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
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
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...
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• Working with them through the tough issues, and
• Customizing responses to address root causes, rather than merely treating symptoms.