3 issues to decide and 25 main provisions to include.
by marc rosenberg
when firms call me for help on their partner agreement, i immediately ask this question: “do you want help with your entire partner agreement or just the retirement/buyout part?” two-thirds of the time, they want to address only the retirement plan.
more: 5 key reasons to have a partner agreement | protect your business with a solid partner agreement
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my practice in the area of cpa firm partner agreements consists of two parts:
- the partner retirement/buyout plan.
- everything else. i often refer to this as the general partner agreement.
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