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8 key items for partner agreements

forethought now can save headaches later.

by marc rosenberg
the rosenberg practice management library

a partner agreement can cover a lot of ground.

more: 12 basics of partner agreements | 10 merger hiccups for partners | mandatory retirement: pros and cons (and is it legal?) | deciding how to allocate partner income | making partner: today’s 15 essential skills and traits | how to specify managing partner duties | ownership percentage and capital accounts | 5 key reasons to have a partner agreement
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in this post, we’ll cover eight miscellaneous provisions you might include: read more →

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12 basics of partner agreements

these are non-negotiable for new partners.

by marc rosenberg
the rosenberg practice management library

when any business transaction takes place, both parties to the agreement must agree, preferably in writing, to the terms of the arrangement. bringing in a new partner is no exception.

more: 10 merger hiccups for partners | 14 partner agreement issues in mergers | partner duties, prohibitions and grounds for expulsion | principals who aren’t cpas | why non-compete and non-solicitation covenants matter
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the document confirming this arrangement is the partner agreement. everyone has trepidations about signing a long document filled with legalese. the prospective new partner has probably never seen such a document before and is certainly not familiar with its standard provisions.
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10 merger hiccups for partners

number 10don’t let the big event mess up your partner agreement.

by marc rosenberg

clearly, in a merger, many issues must be agreed upon between the two firms.

more: 14 partner agreement issues in mergers | partner agreement issues affecting women | quick tip: partners investing in clients | non-equity partners: why have them? | why you might want an executive committee | buyout when a partner dies | why and how new partners buy in | a crash course in partner retirement/buyout plans
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merger agreement issues that may affect the buyer’s partner agreement include these:
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mergers & acquisitions

14 partner agreement issues in mergers

two businessmen holding giant puzzle pieces in silhouette against a sunrisemake sure you’re looking at the big picture.

by marc rosenberg

this post applies only to transactions that are true mergers, which require the sellers to sign the buyer’s partner agreement.

more: partner agreement issues affecting women | mandatory retirement: pros and cons (and is it legal?) | deciding how to allocate partner income | making partner: today’s 15 essential skills and traits | how to specify managing partner duties | when votes must be taken, what are the options? | a crash course in partner retirement/buyout plans | protect your business with a solid partner agreement

in a sale, the owner(s) of the seller don’t sign the buyer’s partner agreement because they won’t become owners of the buyers.
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partner agreement issues affecting women

two businesswomen sitting at table and talking in office courtyardthe biggest issue? how part-time partners are treated.

by marc rosenberg

yes. yes.  i understand that the title of this post may be offensive to both men (why do we need special rules for women?) and women (why do we need to be singled out – isn’t it a given in the 21st century that women and men should be treated equally?).

more: mandatory retirement: pros and cons (and is it legal?) | partner duties, prohibitions and grounds for expulsion | principals who aren’t cpas | why non-compete and non-solicitation covenants matter | handling pay during the disability of a partner | why voting isn’t such a big deal
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the good news is that i don’t see many partner agreements that blatantly discriminate against women.
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