if you believe your firm will be dysfunctional without you, now is the time to fix it.
by bill reeb, dominic cingoranelli, and tommye barie
the succession institute
when we take our clients through succession planning, eventually the focus turns to implementing the best practices for running a firm – but first we normally have to start with short-term retirement issues.
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why? because typically you won’t get any buy-in for change until the partners have looked at whether the current retirement system is paying at least roughly a fair market value to the near-term retiring partners.
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