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

growth strategies

what should cpa firms discuss at retreats?

businessman writing on clipboardbonuses: 15-item checklist to help set an agenda. and a participant questionnaire to learn what they believe should be discussed.

by marc rosenberg
cpa firm retreats

most firms spend their time at retreats planning for the future, forming goals and addressing pressing issues and problem areas.

ideally the discussions won’t concern day-to-day issues such as purchasing a new copy machine or revising the policy on sick days.

related: why do cpa firms conduct retreats?

the topics considered are strategic: morale issues, recruiting problems, profitability, etc. here are 15 specific examples:
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mergers & acquisitions

11 merger tips from managing partners

a businessman with some jigsaw puzzle pieces in his handsometimes 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.

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pro member exclusive

why do cpa firms conduct retreats?

work, business, holiday.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?

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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

#15 billiard ballgot 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.

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