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Professional Members attend all webinars free, receive all our publications, and more. New members can join for only $99. |
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October 10, 2018: 1 - 1:50pm ET
Surviving Succession – Partner Buyout and Retirement Update |
 If you're like most firms, your partner agreements have not been reviewed or updated in a long time. That is dangerous given the succession issues in our profession today and the number of baby boomers retiring. Gary will discuss best practices and latest trends in how to value your practice, how to pay out the retiring partner, building your bench, and successful client transition to the next generation.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 |
Compare your current agreements to the latest trends in the profession
Recognize which partner retirement systems are most common for a firm your size Define tools to be able to update or, if necessary, rewrite your partner agreements Learn why more firms putting client transition expectations on their agreements? Explore recommendations on best practices |
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. |