marketing & sales

thinking of merging? discuss it at a retreat

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two chess kings on a chessboard with other pieces in backgroundbonus checklists: 9 major merger terms. 13 typical steps in the process. plus questions to consider in upward and downward mergers.

by marc rosenberg

one possible topic for a retreat is a potential merger, whether upward or downward.

more on retreats: 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 several keys to a successful merger:
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caragher launches capstone community

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capstone marketing, which is operated by 卡塔尔世界杯常规比赛时间 contributor jean caragher, is rolling out the capstone community, a new network of managing partners interested in education and collaboration in cpa firm growth and client retention. a two-year program that will … continued

how to take action after a retreat

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coffee cup by napkin with words including "action plans."bonus checklists: 9 steps to take before, during and after. plus 11 examples of tangible results.

by marc rosenberg

to get the maximum value from a retreat, you have to be ready to act on your discussions when you return to the office.

more on retreats: 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?

begin with nine things to do ahead of time:

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