{"id":40119,"date":"2015-04-06t05:00:13","date_gmt":"2015-04-06t09:00:13","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=40119"},"modified":"2016-04-19t11:18:07","modified_gmt":"2016-04-19t15:18:07","slug":"notify-clients-partners-retirement","status":"publish","type":"post","link":"\/\/www.g005e.com\/2015\/04\/06\/notify-clients-partners-retirement\/","title":{"rendered":"how to notify clients of a partner\u2019s retirement"},"content":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2012\/07\/screen-shot-2012-07-12-at-5.43.37-pm-e1342129526512.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-21122\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2012\/07\/screen-shot-2012-07-12-at-5.43.37-pm-300x284.png\" alt=\"ed mendlowitz cpa the practice doctor q and a\" width=\"290\" height=\"274\" \/><\/a>phase in so there are no surprises.<\/strong><\/p>\n<p><i>by ed mendlowitz<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/?s=mendlowitz&amp;s_cs=true\"><i>the 卡塔尔世界杯常规比赛时间 practice doctor<\/i><\/a><\/p>\n<p><strong>question<\/strong>: thank you for your q&amp;as on the death of a sole practitioner and purchase of a practice. do you have anything about the retirement or death of a senior partner?<\/p>\n<p><strong>answer:<\/strong> the death of a senior partner, or any partner, becomes public knowledge almost immediately with many clients attending the funeral, wake or shiva. in those cases i have not seen any falloff of clients since there is a correct assumption by clients that<\/p>\n<ul>\n<li>there was backup,<\/li>\n<li>that the files are intact and will be maintained, and<\/li>\n<li>if staff was working on that client they will continue.<\/li>\n<\/ul>\n<p style=\"padding-left: 30px;\"><em><b>more practice doctor q&amp;a:<\/b><b>\u00a0<\/b><b><\/b><a href=\"\/\/www.g005e.com\/2015\/04\/03\/7-ways-lose-clients-trust\/\">7 ways to lose a client\u2019s trust<\/a> | <a href=\"\/\/www.g005e.com\/2015\/02\/09\/fees-dont-keep-cost-increases\/\">when fees don\u2019t keep up with cost increases <\/a>\u00a0| <a href=\"http:\/\/feedproxy.google.com\/%7er\/cpatrendlines\/tpxn\/%7e3\/trb5djdco04\/?utm_source=feedburner&amp;utm_medium=email\">what goes in a client\u2019s permanent file?<\/a> | <a href=\"\/\/www.g005e.com\/2014\/11\/03\/when-experience-doesnt-add-up\/\">when experience doesn\u2019t add up<\/a> | <a href=\"\/\/www.g005e.com\/2014\/08\/25\/making-meetings-more-productive\/\">making meetings more productive<\/a> |<a href=\"\/\/www.g005e.com\/2014\/08\/18\/reviewer-ticking-and-tying\/\"> tax return reviewer ticking and tying<\/a> <a href=\"\/\/www.g005e.com\/2014\/07\/21\/using-time-wisely\/\">5 time management tips for an overworked accountant<\/a> | <a href=\"\/\/www.g005e.com\/2014\/06\/30\/running-an-accounting-business\/\">running an accounting business<\/a> | <a href=\"\/\/www.g005e.com\/2014\/06\/07\/pricing-billing-and-costing-its-your-problem-not-the-clients\/\">pricing, billing, costing: don\u2019t blame clients<\/a><\/em><\/p>\n<p> <a href=\"\/\/www.g005e.com\/2015\/04\/06\/notify-clients-partners-retirement\/#more-40119\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2015%2f04%2f06%2fnotify-clients-partners-retirement%2f&amp;t=how+to+notify+clients+of+a+partner%e2%80%99s+retirement'  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2015%2f04%2f06%2fnotify-clients-partners-retirement%2f&amp;title=how+to+notify+clients+of+a+partner%e2%80%99s+retirement&amp;summary=phase+in+so+there+are+no+surprises.%0d%0a%0d%0aby+ed+mendlowitz%0d%0athe+cpa+trendlines+practice+doctor%0d%0a%0d%0aquestion%3a+thank+you+for+your+q%26amp%3bas+on+the+death+of+a+sole+practitioner+and+purchase+of+a+practice.+do+you+have+anything+about+the+retirement+or+death+of+a+senior+partner%3f%0d%0a%0d%0aanswer%3a+the+death+of+a+senior+partner%2c+or+any+pa'  ><img  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url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li><li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20how%20to%20notify%20clients%20of%20a%20partner\u2019s%20retirement&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/2015\/04\/06\/notify-clients-partners-retirement\/\" title=\"email this: how to notify clients of a partner\u2019s retirement \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2012\/07\/screen-shot-2012-07-12-at-5.43.37-pm-e1342129526512.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-21122\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2012\/07\/screen-shot-2012-07-12-at-5.43.37-pm-300x284.png\" alt=\"ed mendlowitz cpa the practice doctor q and a\" width=\"290\" height=\"274\" \/><\/a>phase in so there are no surprises.<\/strong><\/p>\n<p><i>by ed mendlowitz<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/?s=mendlowitz&amp;s_cs=true\"><i>the 卡塔尔世界杯常规比赛时间 practice doctor<\/i><\/a><\/p>\n<p><strong>question<\/strong>: thank you for your q&amp;as on the death of a sole practitioner and purchase of a practice. do you have anything about the retirement or death of a senior partner?<\/p>\n<p><strong>answer:<\/strong> the death of a senior partner, or any partner, becomes public knowledge almost immediately with many clients attending the funeral, wake or shiva. in those cases i have not seen any falloff of clients since there is a correct assumption by clients that<\/p>\n<ul>\n<li>there was backup,<\/li>\n<li>that the files are intact and will be maintained, and<\/li>\n<li>if staff was working on that client they will continue.<\/li>\n<\/ul>\n<p style=\"padding-left: 30px;\"><em><b>more practice doctor q&amp;a:<\/b><b>\u00a0<\/b><b><\/b><a href=\"\/\/www.g005e.com\/2015\/04\/03\/7-ways-lose-clients-trust\/\">7 ways to lose a client\u2019s trust<\/a> | <a href=\"\/\/www.g005e.com\/2015\/02\/09\/fees-dont-keep-cost-increases\/\">when fees don\u2019t keep up with cost increases <\/a>\u00a0| <a href=\"http:\/\/feedproxy.google.com\/%7er\/cpatrendlines\/tpxn\/%7e3\/trb5djdco04\/?utm_source=feedburner&amp;utm_medium=email\">what goes in a client\u2019s permanent file?<\/a> | <a href=\"\/\/www.g005e.com\/2014\/11\/03\/when-experience-doesnt-add-up\/\">when experience doesn\u2019t add up<\/a> | <a href=\"\/\/www.g005e.com\/2014\/08\/25\/making-meetings-more-productive\/\">making meetings more productive<\/a> |<a href=\"\/\/www.g005e.com\/2014\/08\/18\/reviewer-ticking-and-tying\/\"> tax return reviewer ticking and tying<\/a> <a href=\"\/\/www.g005e.com\/2014\/07\/21\/using-time-wisely\/\">5 time management tips for an overworked accountant<\/a> | <a href=\"\/\/www.g005e.com\/2014\/06\/30\/running-an-accounting-business\/\">running an accounting business<\/a> | <a href=\"\/\/www.g005e.com\/2014\/06\/07\/pricing-billing-and-costing-its-your-problem-not-the-clients\/\">pricing, billing, costing: don\u2019t blame clients<\/a><\/em><\/p>\n<p> <a href=\"\/\/www.g005e.com\/2015\/04\/06\/notify-clients-partners-retirement\/#more-40119\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2015%2f04%2f06%2fnotify-clients-partners-retirement%2f&amp;t=how+to+notify+clients+of+a+partner%e2%80%99s+retirement'  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2015%2f04%2f06%2fnotify-clients-partners-retirement%2f&amp;title=how+to+notify+clients+of+a+partner%e2%80%99s+retirement&amp;summary=phase+in+so+there+are+no+surprises.%0d%0a%0d%0aby+ed+mendlowitz%0d%0athe+cpa+trendlines+practice+doctor%0d%0a%0d%0aquestion%3a+thank+you+for+your+q%26amp%3bas+on+the+death+of+a+sole+practitioner+and+purchase+of+a+practice.+do+you+have+anything+about+the+retirement+or+death+of+a+senior+partner%3f%0d%0a%0d%0aanswer%3a+the+death+of+a+senior+partner%2c+or+any+pa'  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='linkedin'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-850px 0px'   \/> <span class=\"head\">share on linkedin<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2015%2f04%2f06%2fnotify-clients-partners-retirement%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li>\n<li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20how%20to%20notify%20clients%20of%20a%20partner\u2019s%20retirement&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2015\/04\/06\/notify-clients-partners-retirement\/\" title=\"email this: how to notify clients of a partner\u2019s retirement \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li>\n<\/ul>\n<div class=\"clean\"><\/div>\n<\/p>\n<\/div>\n","protected":false},"author":1341,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[1908,3120,2298],"tags":[62],"class_list":["post-40119","post","type-post","status-publish","format-standard","hentry","category-management","category-pro-member-exclusive","category-succession","tag-retirement","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v21.5 - 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