Newsletters

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...

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...

Partner Compensation Part 6

337.93 KB
During our past 5 columns on Partner Compensation, we have discussed: The Eat What You Kill (EWYK) model of operations and how that impacts Partner Compensation The most common criteria used in EWYK partner...

Partner Compensation Part 4

225.77 KB
"Building a Village" Partner Compensation Plan My last three columns have focused on some fundamental compensation issues found in “Eat what you Kill” (EWYK – often called a Silo Model were there...

Moving From The Success To Continuation Modes Of Operation Part 1

226.85 KB
Now that we have introduced the 4 modes of operation (survival, safety net, succession and continuation) and then reviewed a case study regarding the same in my last column, I wanted to share a recent...

Merger Part 3

122.75 KB
As 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...

Partner Compensation Part 3

178.26 KB
In my last two columns, I focused on some fundamental compensation issues found in an “Eat what you Kill” (EWYK) partner compensation model. Logically, an EWYK formula focuses on taking care of the...

Partner Compensation Part 1

119.31 KB
“Eat What you Kill” versus “Building a Village” Re-designing Your Partner Compensation Plan One of the most difficult areas in a firm to address is partner compensation. This creates a significant...

Merger Part 1

137.39 KB
For 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 KB
In 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...

• ◄
• 1
• 2
• 3
• 4
• 5
• 6
• ►

Registration/Log In is required to view Newsletters. If you register we will keep you updated on various products and services that may be of interest to you, as well as giving you greater access to our knowledge center. The Knowledge Center is constantly updated with articles and videos which hopefully will provide you valuable insight as you manager your business. All that is required to grant you access is your name and email address. Your registration on this site is confidential and your personal information (name, email address, etc.) will not be sold or distributed to any other organizations.

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.