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Members Attend Free
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June 20, 2019: 1-1:50pm ET
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 This session focuses on partner admission, transition and buyout. We will discuss the 25 best practices in both admitting a new partner and buying out a partner, and the transition issues associated with the buy-out. Gary will discuss best practices and latest trends including how to value your practice, how to allocate that value to the partner group and how to structure the pay out to the retiring partner. 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
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Learn how to admit a new partner, how to value the buy in and when a non-equity partner position may be the right answer. Compare your current partner agreements to the latest trends and the 19 best practices in the profession. Understand the best practices in the three parts of a partner retirement system:
Learn why most firms have a mandatory retirement age but fewer firms (so far) include client transition expectations 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. |