marc rosenberg, author at 卡塔尔世界杯常规比赛时间 - page 31 of 44

11 merger tips from managing partners

sometimes the best voice is experience.

by marc rosenberg
cpa firm mergers: your complete guide

as you might suspect, in 20 years of consulting to cpa firms, several dozen mergers of my clients have taken place. from time to time, i meet with the managing partner of the firm that was my client and ask them how the merger went, what they would do differently and what advice they would give to firms contemplating a merger.

more on mergers: 13 ways to screw up a merger | 15 can’t-skip merger terms to decide | 14 keys to a successful merger | 13 reasons accounting firms merge | mergers 101: when negotiations aren’t really negotiations | 5 steps to take before merging

here are some choice morsels.

pro member exclusive

why do cpa firms conduct retreats?

team building is great, but the benefits don’t have to end there.

by marc rosenberg
cpa firm retreats

management retreats are one of the best ways to accomplish the wonderful things that the so-called management gurus tell us our firms should be doing:

communicating
planning/thinking
empowering
focusing on objectives
problem solving
shifting our paradigms
doing first things first
being proactive
changing with the times

… all designed to achieve success in our organizations, whether success is defined by profits, growth, survival, happiness, challenge or all of the above.

but what are the benefits of partner retreats?

mergers & acquisitions

13 ways to screw up a merger

bonus checklist: 12 nuances and idiosyncrasies to anticipate.

by marc rosenberg
cpa firm mergers: your complete guide

in the best case, mergers go smoothly.

more on mergers: 15 can’t-skip merger terms to decide | 14 keys to a successful merger | 13 reasons accounting firms merge | mergers 101: when negotiations aren’t really negotiations | 5 steps to take before merging

but we’re dealing with people, so sometimes things aren’t so neat. some common pitfalls: read more →

mergers & acquisitions

15 can’t-skip merger terms to decide

got that malpractice tail coverage handled yet? what about wip collections?

by marc rosenberg
cpa firm mergers: your complete guide

think your firm is ready to merge? not so fast.

more on mergers: 14 keys to a successful merger | 13 reasons accounting firms merge | mergers 101: when negotiations aren’t really negotiations | 5 steps to take before merging

all of the following are common terms that must be agreed upon by both merger partners.

mergers & acquisitions

14 keys to a successful merger

most successful mergers take several months – or longer.

by marc rosenberg
cpa firm mergers: your complete guide

so, you’ve met a potential merger candidate. great!

more on mergers: 13 reasons accounting firms merge | mergers 101: when negotiations aren’t really negotiations | 5 steps to take before merging

but wait! curb your enthusiasm long enough to take an objective look at the future, using at least these 14 sets of questions: read more →

mergers & acquisitions

15 ways to attract merger partners

bonus checklist: 17 minuses. turn-ons and turn-offs.

by marc rosenberg
cpa firm mergers: your complete guide

what make a firm most attractive to a merger partner?

more on mergers: 13 reasons accounting firms merge | mergers 101: when negotiations aren’t really negotiations | 5 steps to take before merging

these apply to all types of mergers. read more →

pro member exclusive

13 reasons accounting firms merge

bonus list: a 12-point look at the merger market.

by marc rosenberg
cpa firm mergers: your complete guide

why do firms merge?

whether you’re looking to acquire a smaller firm, merge upward into a larger one or join forces with an equal, answering this basic question honestly and objectively is key to laying the groundwork for a successful merger.

more on mergers: mergers 101: when negotiations aren’t really negotiations | 5 steps to take before merging

outlook & analysis

how mergers impact a firm’s retirement plan

plus how to handle partners who want to opt out.

by marc rosenberg
retirements & buyouts

how do mergers impact a firm’s partner retirement plan?

more on buyouts: why 30% of cpa firm retirement plans are defective | are partner buyout plans just ponzi schemes? | clawback and how to handle it | can partners compete after they leave? | disability is far more complex than death | mandatory retirement? 4 reasons the firm comes first | how to transition clients from retiring partners | vesting can cover part-timers, too | eat what you kill? then maybe ‘book of business’ is for you | the multiple of compensation method, fully explained | 5 points to consider when paying out goodwill | how to set terms and limits for goodwill payouts | 4 ways to decide how to pay out capital

these suggestions propose verbiage that could be included in the firm’s partner agreement: read more →

mergers & acquisitions

mergers 101: when negotiations aren’t really negotiations

and a merger is really an acquisition. plus: the six top issues in the negotiations.

by marc rosenberg
cpa firm mergers: your complete guide

at some point, many cpa firms and sole practitioners will be in a position to consider a merger.

more: covid drives new m&a trends | when managing partners can’t | don’t let exiting partners double dip | the 13 signs you have a partner problem | covid-19, adversity and innovation | networking for fun and profit | why consultative selling works | eleven ways to jump-start your covid comeback | how covid impacts partner retirements | three tough questions in partner buyouts | is mandatory retirement a best practice? | covid-19: how your firm can respond | reward partners for performing like partners | checklist for implementing a merger | practice continuation agreements and why solos need them | how to merge sole practitioners | 13 questions between merger equals | thinking ‘downstream’ merger? check these 25 potential problems first

exclusively for pro members. log in here or 2022世界杯足球排名 today.

there are numerous types to think about:

outlook & analysis

why 30% of cpa firm retirement plans are fatally flawed

make provisions, or state partnership laws may do it for you.

by marc rosenberg
retirements & buyouts

twenty to thirty percent of all accounting firm partnership agreements have no provision for goodwill-based retirement payments to partners departing due to death, disability, retirement or withdrawal.

more on retirement: the top 10 mistakes in partner retirement plans | 20 new, essential keys for today’s partner retirement plans | you want goodwill payments? give proper retirement notice | compromise is in order for some goodwill payouts | three ways to calculate goodwill payable in partner buyouts, none of them great | the ins and outs of aav for goodwill | 5 points to consider when paying out goodwill | how to set terms and limits for goodwill payouts

they’re in for a rude surprise. read more →

mergers & acquisitions

five things to think about before you think about a merger

learn how to ask the right questions.

by marc rosenberg
cpa firm mergers: your complete guide

as a generation of aging baby boomer partners marches towards retirement, thousands of firms are seeking the only exit strategy available to them – merge into another firm. thus has a voracious appetite for mergers been created at all size levels, particularly:

sellers who are sole practitioners (remember, 30,000 of the s.’s 45,000 cpa firms are solos and a huge percentage of those are at an advanced age) and multi-partner firms under $2 million
buyers with annual revenues of $3 million and larger

outlook & analysis

the top 10 mistakes in partner retirement plans

is your firm guilty of any of these?

by marc rosenberg

mistakes abound in partner retirement plans. here are the top 10 we see:

more on retirement: are partner buyout plans just ponzi schemes? | 20 new, essential keys for today’s partner retirement plans | clawback and how to handle it | can partners compete after they leave? | how to juggle tax considerations for partner retirement benefits | retirement plan funding? what funding? | vesting can cover part-timers, too

outlook & analysis

are partner buyout plans just ponzi schemes?

apply this test to your firm’s succession plan.

by marc rosenberg
retirements & buyouts

most multi-partner cpa firms have partner buyout plans that enable partners who leave the firm via retirement, death, disability or withdrawal to redeem their share of the firm’s value.

more on buyouts: 20 new, essential keys for today’s partner retirement plans | clawback and how to handle it | can partners compete after they leave? | retirement plan funding? what funding? | why you’ll get less from your partners in a buyout than you might by selling the whole firm | partners may balk at guaranteeing retirement obligations

over the last 10-20 years, retirement plans have come under more scrutiny as younger partners question whether departing partners are worth the payments due them and whether the firm can afford those payments. staff with near-term partner potential also question whether to commit themselves to making these payments. both of these groups fear that the firm will not be able to survive the retirement of dynamic, rainmaking partners who have tight relationships with their clients.

here’s what you’re looking for: marc rosenberg