partner buyout 101

scales, money and gavel6 ways to calculate buyout payments, 6 ways partners leave firms, how partner retirement plans have changed over the years and how to be sure yours isn’t a ponzi scheme.

by marc rosenberg
cpa firm retreats

a partner is retiring from your firm. how will you handle the financial aspects?

more: 27 tough questions every firm needs to address | make more money | system vs. system: partner compensation best practices | 10 benchmarking missteps | how to address partner compensation at a retreat | partner accountability: how and for what? | 18 essential management questions to cover at a retreat | how to decide who decides what | management styles: partnership vs. corporate | 30 marketing and growth questions to cover at a retreat | how marketing for cpa firms is different | why create a marketing plan? | thinking of merging? discuss it at a retreat | how to take action after a retreat | 12 simple rules for a retreat | leave your retreat with a to do list | every retreat needs a leader, but who? | retreats are no place for clowns | who should participate in a retreat? | retreat logistics: how long, what kind? | what should cpa firms discuss at retreats? | why do cpa firms conduct retreats?

there are six methods to calculate the buyout payments to a retiring partner. in brief, they are: