Managing Partners: What’s Keeping You Up at Night?

These issues are filling up retreat agendas across the country:

Baby Boomer partners are retiring in droves and looking forward to the payday they have anticipated their entire careers.  Billions of dollars nationwide are at stake.  The supreme challenge of “older” partners:  How can I retire with dignity, keep the firm intact AND receive my retirement checks?  A step-by-step guide for creating a state-of-the-art partner retirement/buyout plan that is fair to retiring partners and retirement check-writers alike, is the focus of CPA Firm Partner Retirement/Buyout Plans.

Merging in a smaller firm?  Want to merge into a larger firm? It seems like lots of firms are merging, but if your firm has little or no experience in this area,  CPA Firm Mergers: Your Complete Guide will ease your anxieties by explaining how to identify merger candidates, what data to review, what questions to ask and how to do your due diligence.

You want to bring in a new partner.  You haven’t done this in quite a while.  Maybe never.  What should the buy-in be?  How do we determine ownership percentage?  How should we compensate the new partner?  How should voting work?  What role does the new partner play in the firm’s partner buyout plan?  How To Bring In New Partners was written for the thousands of firms that want to bring in new, younger partners, but aren’t sure how to proceed.

Effective firm management and leadership is the #1 determinant of success.  Is your firm structured properly for optimal management effectiveness?  The 18 chapters in CPA Firm Management & Governance teach you how to adopt the proper governance structure for your firm.  Tons of checklists, handouts, etc.

How can we get our staff more committed to the firm, more engaged in their work and more energized by the firm.  Helping our staff understand how CPA firms work, where they fit in and what the secrets to advancing are, is a good place to start?   How CPA Firms Work:  The Business of Public Accounting was written for firms to give to their new staff as part of their on-boarding process.

Up to 80% of all CPA firms never make it to the next generation.  There are many reasons for this, but the common thread:  no viable succession plan.  Implementing succession plans is made harder with every passing day because of the avalanche of Baby Boomer retirements coupled with an endemic shortage of young replacements – a Perfect Storm.  CPA Firm Succession Planning:  The Perfect Storm shows you how to create and implement your firm’s succession plan.

Visit Monographs by Marc Rosenberg to learn more about all 11 of our monographs and how to order them.  Our generous QUANTITY DISCOUNTS – up to 50% off – make bulk purchases affordable so that all of your partners can have copies of the monographs you want them to read.