retreat logistics: how long, what kind?

happy business professionals giving high five hand slaphow often you gather plays a role.

by marc rosenberg
cpa firm retreats

the great majority of retreats i have facilitated over a period of 20 years have been one-and-a-half to two days long.

more on retreats:what should cpa firms discuss at retreats? | why do cpa firms conduct retreats?

consider these six factors when deciding the length of your retreat:

1. timing. resist the temptation to convene the retreat beyond a 9:00­-5:30 or 8:00-5:30 work schedule. even though you may work many more hours than this back at the office, a retreat is different. most adults are not used to sitting in a classroom all day, and many find it quite draining.  participants should be able to spend every minute of the retreat refreshed, sharp and engaged.  so in planning your retreat, don’t count on more than 7.5 or 8 meeting hours per day. be sure to provide for an hour for lunch and two 15-minute breaks.

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what should cpa firms discuss at retreats?

businessman writing on clipboardbonuses: 15-item checklist to help set an agenda. and a participant questionnaire to learn what they believe should be discussed.

by marc rosenberg
cpa firm retreats

most firms spend their time at retreats planning for the future, forming goals and addressing pressing issues and problem areas.

ideally the discussions won’t concern day-to-day issues such as purchasing a new copy machine or revising the policy on sick days.

related: why do cpa firms conduct retreats?

the topics considered are strategic: morale issues, recruiting problems, profitability, etc. here are 15 specific examples:
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11 merger tips from managing partners

a businessman with some jigsaw puzzle pieces in his handsometimes the best voice is experience.

by marc rosenberg
cpa firm mergers: your complete guide

as you might suspect, in 20 years of consulting to cpa firms, several dozen mergers of my clients have taken place. from time to time, i meet with the managing partner of the firm that was my client and ask them how the merger went, what they would do differently and what advice they would give to firms contemplating a merger.

more on mergers: 13 ways to screw up a merger | 15 can’t-skip merger terms to decide | 14 keys to a successful merger | 13 reasons accounting firms merge | mergers 101: when negotiations aren’t really negotiations | 5 steps to take before merging

here are some choice morsels.

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why do cpa firms conduct retreats?

work, business, holiday.team building is great, but the benefits don’t have to end there.

by marc rosenberg
cpa firm retreats

management retreats are one of the best ways to accomplish the wonderful things that the so-called management gurus tell us our firms should be doing:

  • communicating
  • planning/thinking
  • empowering
  • focusing on objectives
  • problem solving
  • shifting our paradigms
  • doing first things first
  • being proactive
  • changing with the times

… all designed to achieve success in our organizations, whether success is defined by profits, growth, survival, happiness, challenge or all of the above.

but what are the benefits of partner retreats?

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13 ways to screw up a merger

bonus checklist: 12 nuances and idiosyncrasies to anticipate.

by marc rosenberg
cpa firm mergers: your complete guide

in the best case, mergers go smoothly.

more on mergers: 15 can’t-skip merger terms to decide | 14 keys to a successful merger | 13 reasons accounting firms merge | mergers 101: when negotiations aren’t really negotiations | 5 steps to take before merging

but we’re dealing with people, so sometimes things aren’t so neat. some common pitfalls: read more →

15 can’t-skip merger terms to decide

#15 billiard ballgot that malpractice tail coverage handled yet? what about wip collections?

by marc rosenberg
cpa firm mergers: your complete guide

think your firm is ready to merge? not so fast.

more on mergers: 14 keys to a successful merger | 13 reasons accounting firms merge | mergers 101: when negotiations aren’t really negotiations | 5 steps to take before merging

all of the following are common terms that must be agreed upon by both merger partners.

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14 keys to a successful merger

man in suit with hand extended, coworkers in backgroundmost successful mergers take several months – or longer.

by marc rosenberg
cpa firm mergers: your complete guide

so, you’ve met a potential merger candidate. great!

more on mergers: 13 reasons accounting firms merge | mergers 101: when negotiations aren’t really negotiations | 5 steps to take before merging

but wait! curb your enthusiasm long enough to take an objective look at the future, using at least these 14 sets of questions: read more →