Succession Management
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...
Merger Part 3
122.75 KBAs 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...
Merger Part 1
137.39 KBFor 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...
Equity Allocation and Reallocation - Part 2
223.97 KBIn 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...
Equity Allocation and Reallocation - Part 1
172.93 KBIn my next series of columns, I want to address the issue of equity – how it is commonly allocated to begin with, and then making adjustments to it over time. For many firms, the idea in the beginning...
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• Working with them through the tough issues, and
• Customizing responses to address root causes, rather than merely treating symptoms.