marc rosenberg, author at 卡塔尔世界杯常规比赛时间 - page 80 of 116

leave your retreat with a to do list

bonus checklists: 11 criteria for selecting a retreat facilitator, plus a sample summary of retreat goals.

sometimes an outsider brings a fresh outlook, and asks questions that wouldn’t occur to an insider who knows “how it’s always been done.” if you’re considering an outside facilitator for your retreat, keep these criteria in mind:

more on retreats: every retreat needs a leader, but who? | retreats are no place for clowns | who should participate in a retreat? | retreat logistics: how long, what kind? | what should cpa firms discuss at retreats? | why do cpa firms conduct retreats?

1. vast experience consulting to cpa firms. your firm can derive great benefit from the experiences of the consultant. your firm needs to learn about the best practices that the consultant has observed over many years, working with many firms.

mergers & acquisitions

merger prep: getting to know you

bonus checklist: 18 questions to ask and answer.

by marc rosenberg
cpa firm mergers: your complete guide

all merger discussions have to begin somewhere. after merger candidates have been identified, there obviously needs to be an initial meeting for the two firms to get acquainted.

more on mergers: the merger process in 21 steps | plant seeds to turn up merger candidates | looking to grow your firm? how to find a seller in four steps | 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

everything is confidential and informal. no exchange of financial statements. the two parties simply spend an hour or two – you guessed it – getting to know each other. many firms like to convene this meeting over breakfast or lunch because meeting at a restaurant gives the encounter an air of informality and sociability. other firms like to do this in the larger firm’s office so that the smaller firm can get a “house tour.”

leadership

every retreat needs a leader, but who?

there are 3 options.

by marc rosenberg
cpa firm retreats

when you have a retreat, someone needs to lead it. this goes beyond organizing the logistics of the retreat. in this context, i’m referring to the person who runs the sessions, keeps everyone on task, gets participation from attendees, changes topics, monitors the time schedule for breaks, lunch, etc.

more on retreats: retreats are no place for clowns | who should participate in a retreat? | retreat logistics: how long, what kind? | what should cpa firms discuss at retreats? | why do cpa firms conduct retreats?

the person who leads the retreat should function as a facilitator, not as a boss. a facilitator is someone who makes it easy and convenient for the participants to communicate with one another and address the issues raised. a good facilitator doesn’t “manage” the retreat, arbitrate disputes or engage in too much lecturing.

mergers & acquisitions

one times fees is a steal!

the math might surprise you.

by marc rosenberg
cpa firm mergers: your complete guide

partners in accounting firms are familiar with the rule of thumb that a cpa firm’s goodwill is worth one times fees; however, like many “rules of thumb,” this notion is often incorrect.

when buyers begin to think about how much they will pay for a smaller firm, they often have this one-times-fees notion in the back of their minds. then, when sellers are bold enough to ask for a price in excess of one times fees, buyers often balk because they feel that the asking price is too rich.

more on mergers: the merger process in 21 steps | plant seeds to turn up merger candidates | looking to grow your firm? how to find a seller in four steps | 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

the purpose of this chapter is to demonstrate that buying a small firm for one times fees is a steal (for the buyer). in fact, it’s still an outstanding investment at a premium price, say, as high as 1.3 times fees. let me illustrate.

pro member exclusive

retreats are no place for clowns

four bad attitudes that kill a partner meeting. plus notes on location and scheduling.

by marc rosenberg
cpa firm retreats

the success of any retreat depends upon active participation by the majority of the participants.

more on retreats: who should participate in a retreat? | retreat logistics: how long, what kind? | what should cpa firms discuss at retreats? | why do cpa firms conduct retreats?

participants will be less willing to speak up in any of these situations:

participants see the meeting as being primarily for the benefit of the one who leads it.
participants are intimidated by the way the leader conducts the sessions.
certain participants dominate discussions, using up a greatly disproportionate percentage of the “air time” of the group.
participants are intimidated because one or two partners, usually power partners, are always negative, repeatedly telling people “that will never work” or “we tried that years ago and it failed.”

all participants should be advised: “if you keep on being negative or insisting that ideas won’t work, then suggest a better way or shut up.”

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