Newsletters
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...
Accountability for Performance Management Part 2
128.68 KBIn my last column, I commented that accountability is often the topic of discussion regarding other people. In other words, someone wants other people to behave as appropriately as they are. I also ended...
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...
Partner Compensation Part 5
231.18 KBBuilding a Village” Partner Compensation Plan During our last column, we discussed ways to make the necessary equity adjustments to compensate successful “Eat What You Kill (EWYK)” superstars for...
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...
Partner Roles And Responsibilities Part 4
125.05 KBI 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...
Partner Compensation Part 2
177.11 KB“Eat What you Kill” Partner Compensation Plan In my last column, I discussed the differences between the “Eat what you Kill” versus the “Building a Village” models. In the next few columns,...
Partner Roles And Responsibilities Part 2
175.23 KBMore 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...
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For years, Bill was editor and columnist for a number of CPA State Societies’ Public Practice e-newsletters. His column was called “In the Bill-iverse” where he shared his opinion on a variety of subjects, covering management, leadership, marketing, technology, governance, operations and more. Because of Succession Institute’s institutional knowledge about the innerworkings of CPA firms, these columns provide fairly timeless tips on how to approach and address a variety of common CPA firm problems and/or opportunities. As well, Tommye, Bill and Dom will occasionally add to the Succession Institute archive with new articles and columns.
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