{"id":29815,"date":"2013-08-28t23:29:38","date_gmt":"2013-08-29t03:29:38","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=29815"},"modified":"2018-08-15t08:59:34","modified_gmt":"2018-08-15t12:59:34","slug":"10-point-checklist-for-bringing-in-a-new-partner","status":"publish","type":"post","link":"\/\/www.g005e.com\/2013\/08\/28\/10-point-checklist-for-bringing-in-a-new-partner\/","title":{"rendered":"10-point checklist for bringing in a new partner"},"content":{"rendered":"

the steps to take today to exit gracefully in the future.<\/strong><\/p>\n

by mark rosenberg<\/em>
\nhow to bring in new partners<\/span><\/a><\/span><\/em><\/p>\n

succession planning has hit cpa firms hard.\u00a0 as baby boomer partners approach retirement age, they naturally are focusing on who can take their place and eventually write their retirement checks.<\/p>\n

there are two primary exit strategies for partners: 1)\u00a0sell or merge out of existence. or 2)\u00a0stay independent, retire and get bought out by younger partners who write the partners\u2019 retirement checks with smiles on their faces.<\/p>\n

the vast majority prefers method no. 2, but unfortunately, this option is not available to many partners and firms.\u00a0 for various reasons, these firms have not developed new partners to take their place.<\/p>\n

here is a 10-point checklist for what firms need to do to bring in a new partner:<\/strong> read more →<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

the steps to take today to exit gracefully in the future.<\/strong><\/p>\n

by mark rosenberg<\/em>
\n
how to bring in new partners<\/span><\/a><\/span><\/em><\/p>\n

succession planning has hit cpa firms hard.\u00a0 as baby boomer partners approach retirement age, they naturally are focusing on who can take their place and eventually write their retirement checks.<\/p>\n

there are two primary exit strategies for partners: 1)\u00a0sell or merge out of existence. or 2)\u00a0stay independent, retire and get bought out by younger partners who write the partners\u2019 retirement checks with smiles on their faces.<\/p>\n

the vast majority prefers method no. 2, but unfortunately, this option is not available to many partners and firms.\u00a0 for various reasons, these firms have not developed new partners to take their place.<\/p>\n

here is a 10-point checklist for what firms need to do to bring in a new partner:<\/strong> read more →<\/a><\/p>\n","protected":false},"author":1339,"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":[1908,5,3120,2266],"tags":[1649,93,86],"class_list":["post-29815","post","type-post","status-publish","format-standard","hentry","category-management","category-outlook","category-pro-member-exclusive","category-partner","tag-how-to-bring-in-new-partners","tag-management","tag-partner","membership-content","access-restricted"],"acf":[],"yoast_head":"\n10-point checklist for bringing in a new partner - 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