Partner Admission, Transition, and Buyout: Maximizing Best Practices

Partner Admission, Transition, and Buyout: Maximizing Best Practices
May 17, 2022 @ 1-1:50pm ET

This session focuses on partner admission, transition, and buyout. We will discuss the 25 best practices in admitting a new partner and buying out a partner, and the transition issues associated with the buyout.

Who Should Attend

Managing Partners
All Partners
Firm administrators
Firm leaders

Learning Objectives

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:
- Valuation of the firm.
- Allocation of firm value to individual partners.
- Structure of the payout to the retiring partner
Learn why most firms have a mandatory retirement age but fewer firms (so far) include client transition expectations in their agreements.

Presenter: Gary Adamson, President of Adamson Advisory

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5 Member Group $149*
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ADDTIONAL INFORMATION
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 & Organization
Prerequisite: None
Program Level: Basic
Advanced Preparation: None
Cancel at any time for a full refund.

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.

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WEBINAR: MAY 17, 2022

WEBINAR: MAY 17, 2022

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