leadership

before negotiations begin: 18-item checklist for a first meeting

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the “getting-to-know-you” stage for prospective buyer and seller

by marc rosenberg
cpa firm mergers

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.

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.” read more →

8 times when hourly billing trumps value pricing

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ed mendlowitz cpa the practice doctor q and aand when it doesn’t.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: i am trying to switching to value pricing and am having trouble getting completely away from time-based billing in certain situations.

response: value pricing is a great method and concept. i suggest reading, and thoroughly understanding ron baker’s “implementing value pricing: a radical business model for professional firms.” i like what he suggests, have used some of his techniques even before he started writing and speaking about them, and recommend it in many situations.

read more →

3 reasons why men don’t pick women protégées

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woman and man working with calculatorwhen leadership models are male, sometimes female candidates go unrecognized.

by ida o. abbott
sponsoring women: what men need to know

let’s assume a powerful man works with two junior colleagues, a man and a woman, who are both equally talented, motivated and superbly skilled performers. according to what we know from research and experience, that powerful man is more likely to sponsor the man than the woman.

more on sponsoring women for leadership: men advance 2 to 1 over women without sponsors | 18 ways sponsors can help their protegees | the 6 market advantages of women-led firms | beyond mentoring: why sponsoring women for leadership matters read more →

6 ways to know what you don’t know

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ed mendlowitz cpa the practice doctor q and aby ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: occasionally i get a new client in an area i am unfamiliar with. how do i find out what i do not know?

response: this happens to everyone and probably more often than we expect. thankfully we will continue to get new business and getting clients in areas we are unfamiliar with enables us to grow.

more practice doctor q&a: 10 do’s and don’ts for making small business clients happy | client’s difficult daughter balks at bill | 6 simple steps to impress a prospect | 10 (nearly) painless ways to keep up to date with technology | when a staffer stops listening | 10 ways to get new 1040 clients | making meetings more productive | tax return reviewer ticking and tying

here is what i suggest: read more →