WEBINAR: January 10, 2019 -- 1:00-1:50 pm EST |
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How to Maximize Performance of Best Practices in Partner Admission, Transition and Buyout -- Part II
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 This session is Part 2 of a two-part series focusing on partner admission, transition and buyout. Partner transition is our topic and we will discuss the 8 best practices surrounding the successful transition of a retiring partner. Part 1 of the series covers the 19 best practices in partner admission and buy-out.
In this 50 minute transition presentation, Gary will discuss the four areas that require planning for each retiring partner, how proper notice and a two-year transition process are critical to client retention and what to do about post-retirement employment.
Presenter, Gary Adamson is President of Adamson Advisory and recent managing partner of a top 200 firm. He consults with firms in the areas of strategic planning, governance, succession, M&A, compensation and partner agreements, and partner coaching/accountability. |
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Who Should Attend
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Learning Objectives
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| Managing partners
All partners Firm administrators Firm leaders |
Learn the critical elements of a successful client transition process.
Understand why saving the whales- may mean transitioning a client to a partner who is already at capacity. Learn why you should ask these fundamental questions: Must we replace the retiring equity partner with a new equity partner? Do we have other options? Understand the pros and cons of post retirement employment and why the firm must control it. Find out how firms are including notice and transition expectations, in some cases with penalties, in their agreements. |
Instructional Delivery Method: Group Live Internet-Based. The instructional method is lecture with active group participation and visual aids. CPE Credit: 1 Field of Study: Business Management and Organization Prerequisite: None Program Level: Basic Advanced Preparation: None Cancel at any time for a full refund. |
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Cost and Registration
(Click your membership level to register.) |
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All complaints or grievances should be directed to Joel Shiffrin, President, at 888-406-0088 or via email.
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CPA Leadership Institute, Inc. is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of the individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org. |