{"id":29264,"date":"2013-06-30t14:54:12","date_gmt":"2013-06-30t18:54:12","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=29264"},"modified":"2016-01-11t12:41:45","modified_gmt":"2016-01-11t17:41:45","slug":"partner-succession-its-all-about-client-transition-and-retention","status":"publish","type":"post","link":"\/\/www.g005e.com\/2013\/06\/30\/partner-succession-its-all-about-client-transition-and-retention\/","title":{"rendered":"partner succession: it\u2019s all about client transition and retention"},"content":{"rendered":"<p><em>by gary adamson, cpa<\/em><br \/>\n<em><a href=\"http:\/\/adamsonadvisory.com\">adamson advisory<\/a><\/em><\/p>\n<p>cpa firms are wrestling their way through partner retirements and the accompanying succession issues in numbers that the profession has never seen before. it\u2019s the baby boomer bubble, up close and personal.<\/p>\n<p>our succession planning should focus on replacing that retiring partner\u2019s contribution on several fronts. depending on the role of the retiring partner in the firm we will experience varying levels of pain surrounding things like replacing significant knowledge or technical expertise, back-filling a block of hours to get the work done and shoring up voids left in firm leadership. these are all significant issues and deserve a plan of their own.<\/p>\n<p>but the biggie\u00a0 is the transition of client relationships. <a href=\"\/\/www.g005e.com\/2013\/06\/30\/partner-succession-its-all-about-client-transition-and-retention\/#more-29264\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p><em>by gary adamson, cpa<\/em><br \/>\n<em><a href=\"http:\/\/adamsonadvisory.com\">adamson advisory<\/a><\/em><\/p>\n<p>cpa firms are wrestling their way through partner retirements and the accompanying succession issues in numbers that the profession has never seen before. it\u2019s the baby boomer bubble, up close and personal.<\/p>\n<p>our succession planning should focus on replacing that retiring partner\u2019s contribution on several fronts. depending on the role of the retiring partner in the firm we will experience varying levels of pain surrounding things like replacing significant knowledge or technical expertise, back-filling a block of hours to get the work done and shoring up voids left in firm leadership. these are all significant issues and deserve a plan of their own.<\/p>\n<p>but the biggie\u00a0 is the transition of client relationships. <a href=\"\/\/www.g005e.com\/2013\/06\/30\/partner-succession-its-all-about-client-transition-and-retention\/#more-29264\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"author":1355,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_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":[5,3120,2298],"tags":[57],"class_list":["post-29264","post","type-post","status-publish","format-standard","hentry","category-outlook","category-pro-member-exclusive","category-succession","tag-succession","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v23.7 - 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