The Four Basic Parts of CPA Firm Partner Agreements

Time to retire clock face

It’s complicated. But proper policies ease buyouts and transitions.

Here is a list of common policies regarding partner/shareholder agreements that we cover with our firms, as well as some common issues that are important to address in the policies.

MORE ON PERFORMANCE MANAGEMENT: Developing a Three-Year Vision [VIDEO] | Why the Partner Agreement Matters | Younger Partners See Succession Differently | How to Compensate Your Managing Partner | The Job of Managing Partner: Empowered or Emasculated? | How the Best Managing Partners Turn Ideas into Reality | How Retired Partners Are Robbing their Own Firms | Action Plans for Transitioning Partners | How Retirement Issues Affect Succession Planning | Develop Your Employees or Suffer the Consequences
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The SOP (standard operating policy) categories are:

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Posted on August 23, 2016

Succession Institute

About the Author

Reeb, Barie, Cingoranelli

Bill Reeb, CPA, CITP, CGMA, Dominic Cingoranelli, CPA, CGMA, CMC, and Tommye Barie, CPA, operate the Succession Institute, which offers training and consulting in organizational development to position CPA firms for growth, prosperity, seamlessly transitioning to new leadership, and selling at above-average market prices.

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