|
//www.cpaleadership.com/public/REGISTRATION_2.cfm">Attend this webinar for FREE.
Become a Professional Member TODAY. |
 |
|
Webinar - 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. |
|
Who Should Attend
|
Learning Objectives
|
|
| Partners of accounting firms with multiple owners |
How to value partner buyouts Define how your agreement should differentiate between death, disability, normal retirement, voluntary and involuntary terminations How to bring in new partners Managing the compromise between protecting the survival of the firm long term versus the individual objectives of each partner |
Instructional Delivery Method: Group Live Internet-Based. The instructional method is lecture with active group participation and visual aids. CPE Credit: 2 Field of Study: Business Management and Organization Prerequisite: None Program Level: Basic Advanced Preparation: None Cancel at any time for a full refund. |
|
|
Cost and Registration
(Click your membership level to register.) |
|
All complaints or grievances should be directed to Joel Shiffrin, President, at 888-406-0088 or via email.
|
 |
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. |