Succession Management
Our articles on Succession Management are listed below. Click here to return to the top level of our Knowledge Center.
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 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 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 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 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)...
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...
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...
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...
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 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...
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