How to Bring in New Partners: A Guide for Firms and Future Partners


Rosenberg's book on bringing in new partners was great. I will share it with some of my partners. I think it will be a good tool in helping to educate some of the up and coming managers on what we are looking for in future partners.

Al Kutchins, Partner
Kutchins, Robbins & Diamond, Ltd.
Chicago, IL


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

As partners approach retirement age, they naturally focus on who can take their place and eventually write their retirement checks. Prospective new partners often have a lot of questions about what becoming a partner entails. Many firms either aren’t sure how to bring in new partners or have outdated approaches for doing so. This book answers the fundamental questions: What are the best practices for bringing in new partners? How is the buy-in structured? How is ownership handled? What are the expectations of a CPA firm partner?

It offers expert advice on:

  • How do firms develop staff into partners and when are they ready?
  • Should we have non-equity partners?
  • What is the process for bringing in a new partner?
  • How do new partners get compensated?
  • What should the buy-in amount be?

NEW! Toolkit

We are now offering a proprietary toolkit that includes a dozen key documents your firm can use including one-page discussion documents (PDF) and editable Word files of key resources from the book. The toolkit is available as a $90 add-on to your book purchase and offers:

High-Impact One-Page PDFs for sharing with your partner group

  • Bringing in a New Partner: Thresholds and Core Competencies
  • Basic Role and Expectations of Partners
  • What Partners Are and Are Not Entitled To

Editable Resources – Word documents to save you time typing up these useful pages

  • The New Partner’s Job Description
  • Path to Partner Milestones Checklist
  • Partner Evaluation and Impact Form

To order, choose a Toolkit option when adding to your cart.



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