before the sales meeting
prepare a range of questions.
by martin bissett
marketing & sales
your perception vs. your client’s reality
avoid a funhouse mirror effect.
by martin bissett
business development on a budget
partner buyout 101
6 ways to calculate buyout payments, 6 ways partners leave firms, how partner retirement plans have changed over the years and how to be sure yours isn’t a ponzi scheme.
by marc rosenberg
cpa firm retreats
a partner is retiring from your firm. how will you handle the financial aspects?
more: 27 tough questions every firm needs to address | make more money | system vs. system: partner compensation best practices | 10 benchmarking missteps | how to address partner compensation at a retreat | partner accountability: how and for what? | 18 essential management questions to cover at a retreat | how to decide who decides what | management styles: partnership vs. corporate | 30 marketing and growth questions to cover at a retreat | how marketing for cpa firms is different | why create a marketing plan? | thinking of merging? discuss it at a retreat | how to take action after a retreat | 12 simple rules for a retreat | leave your retreat with a to do list | 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?
there are six methods to calculate the buyout payments to a retiring partner. in brief, they are:
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do you deliver on your website’s promises?
if not, undercharging is often the cause.
by martin bissett
business development on a budget
27 tough questions every firm needs to address
on succession, retirement, valuation, sale or acquisition.
by marc rosenberg
cpa firm retreats
before formally beginning the discussion part of a retreat session, it’s always a good idea to begin by asking the participants what they want to cover.
more on retreats: make more money | system vs. system: partner compensation best practices | 10 benchmarking missteps | 18 essential management questions to cover at a retreat | management styles: partnership vs. corporate | why create a marketing plan?
as issues are suggested, the facilitator should write them down on a flipchart.