Retreats
Our retreat services are tailored to the unique dynamics and needs of your firm. We design the retreat around the topics that will encourage the discussions and potential changes you seek, aligning with your shared goals and values. Our retreats typically include sharing best practices for CPA firms of your size, determining the discussions necessary to hear perspectives and build consensus, and result in efficient decision-making.
We help you identify realistic next steps and a timeline and deliver a written report that includes meeting highlights. Many of our clients also benefit from quarterly check-ins for one year following the retreat to continue momentum and remove obstacles along the way.
We’ve guided hundreds of firms of all sizes through firm retreats. Successful outcomes from your retreat depend on developing an efficient and effective agenda. Popular topics include:
- Succession planning
- Firm governance
- Partner alignment
- Firm direction
- Exiting retiring partners and preparing for new firm leaders
- Talent development, recruiting and retention
CPA Firm Retreats: The Do-It-Yourself Guide
Many firms hire outside facilitators for their retreats. But the majority. especially those under $15M, facilitate their own. In both cases, this all-new edition serves as a complete resource guide to convening a partner retreat that leads to action.
Learn MoreTestimonials
“Matt facilitated one of the most effective retreats our firm has had in the last 30 years. Our team was more engaged than ever and the structure provided combined with the creativity sparked led us to a solid plan for our future. We can’t wait to celebrate our success at next year’s retreat!”
Pamela Baker, CPA, CGFM, Managing Partner
Barbacane, Thornton, & Company
Wilmington, DE