Search the Archive by our Subject Index. Helps you conduct research for meetings and retreats.
Search the CPA Leadership Report archives by keyword or phrase here.
Our monthly review of the most important management and leadership articles in the accounting press.
Vol. 3 No. 1, January 2011
The Leadership Forum is a panel of the most prominent thought leaders in the profession. Each month we ask them to respond to a question dealing with CPA firm management and leadership.
This month's question is: What are the most important partnership agreement provisions that are lacking in current agreements?
For the archive of Leadership Forum Reports, click here.
Consultants and Other Prominent Observers
| August Aquila | Aquila Global Advisor Group, LLC | www.aquilaadvisors.com [email protected] |
| The major provisions that I see lacking in the small and mid-size firms are; (1) Vesting in deferred compensation program; ... More | ||
| L. Gary Boomer | Boomer Consulting, Inc. | www.boomer.com [email protected] |
| ... Lack of client transition prior to retirement - impact on deferred compensation. ... More | ||
| Bob Lewis | Visionary Marketing | www.thinkvisionary.com [email protected] |
| Clear definition of retirement age ... More | ||
| Marc Rosenberg | The Rosenberg Associates | www.rosenbergassoc.com [email protected] |
| ... How a new partner buys in. Buy-ins have come down considerably from 20 years or more ago. I find that the buy-ins at many firms are way too large ... More | ||
| Joel Sinkin | Accounting Transition Advisors | www.transitionadvisors.com [email protected] |
| ... Having a cap on the maximum percentage of revenues that a firm can pay in any year to retiring partners ... More | ||
| Joe Tarasco | Accountants Advisory Group | www.accountantsadvisory.com [email protected] |
| ... Inadequate criteria for the client transitioning process, including roles and responsibilities for retiring partners ... More | ||