RECORDING: Keys to Your Partnership Agreement

Partnership agreements should be designed to address and promote the longevity and success of the firm. A properly considered agreement manages succession, buyouts, compensation, governance and all potential forms of ownership transfers. Learn how to determine if your agreement is up to snuff or what you need to know if you are just now adopting one.

Presenter, Terry Putney is CEO of Transition Advisors and has more than 35 years' experience in the CPA profession. For six years, he served as Managing Director - Mergers & Acquisitions for RSM McGladrey, the country's fifth-largest accounting firm and held several executive posts with its corporate parent, H&R Block. At RSM, he structured and negotiated numerous deals resulting in the acquisition of accounting and consulting firms ranging in size from sole proprietors to multi-state firms with hundreds of staff and professionals. Prior to joining McGladrey, he served as Managing Partner of Donnelly Meiners Jordan Kline, a 60-person CPA firm in Kansas City.