CPA Firm Retreats: The Do-It-Yourself Guide


We have purchased a number of Marc’s books and I like them because they are concise, have ready points that can be implemented and are focused to the task at hand – CPA firm profitability, retreat planning, succession planning. They are a great resource for the CPA firm owner or manager.

Chip Helme, Managing Principal, CPA, CGMA
Thompson, Greenspon & Co.
Fairfax, VA


Subtotal Discount
$500 20% off
$975 30% off
$1,400 40% off
$2,500 50% off

The complete guide for planning successful firm management retreats, based on our experiences facilitating numerous retreats for more than 20 years. Part I covers retreat organization and logistics: location, who should attend, timing and facilities. Part II presents background information and questions to stimulate spirited discussion on topics ranging from mergers, marketing and strategic planning to partner issues such as compensation, retirement and buyouts and accountability – all using our proprietary materials developed over decades consulting with CPA firms throughout North America.

Topics include:

  • Ground rules for participants
  • Retreat facilitators and speakers
  • Alternative formats; logistics
  • Agenda topics: speaker notes/discussion questions on the 10 most common retreat topics:
    Staff issues | Partner retirement/buyout | Profitability | Mergers | Partner Comp | Succession planning
    Marketing | Strategic planning | Firm governance | Partner accountability
  • Taking action on retreat ideas



Please note our PDF e-books are not printable. Why?