{"id":36840,"date":"2015-03-26t05:00:33","date_gmt":"2015-03-26t09:00:33","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=36840"},"modified":"2024-08-14t09:36:34","modified_gmt":"2024-08-14t13:36:34","slug":"transition-clients-retiring-partners","status":"publish","type":"post","link":"\/\/www.g005e.com\/2015\/03\/26\/transition-clients-retiring-partners\/","title":{"rendered":"how to transition clients from retiring partners"},"content":{"rendered":"<p id=\"docs-internal-guid-47a8bfc9-1fd8-1d86-a4bc-441290b5eb9b\" dir=\"ltr\"><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/03\/olderbusinessmanshakinghands_dollarphotoclub_56040616.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-39906\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/03\/olderbusinessmanshakinghands_dollarphotoclub_56040616-290x193.jpg\" alt=\"older businessman shaking hands with businesswoman across desk\" width=\"290\" height=\"193\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/03\/olderbusinessmanshakinghands_dollarphotoclub_56040616-290x193.jpg 290w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/03\/olderbusinessmanshakinghands_dollarphotoclub_56040616.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/03\/olderbusinessmanshakinghands_dollarphotoclub_56040616.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/03\/olderbusinessmanshakinghands_dollarphotoclub_56040616-590x393.jpg 590w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/03\/olderbusinessmanshakinghands_dollarphotoclub_56040616-190x126.jpg 190w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/03\/olderbusinessmanshakinghands_dollarphotoclub_56040616.jpg 1600w\" sizes=\"auto, (max-width: 290px) 100vw, 290px\" \/><\/a>don&#8217;t make this common but potentially expensive error.<\/strong><\/p>\n<p dir=\"ltr\"><em>by marc rosenberg<\/em><br \/>\n<em> <a href=\"\/\/www.g005e.com\/shop\/retirement-buyout\/\">retirements &amp; buyouts<\/a><\/em><\/p>\n<p>i have done extensive polling of firms in recent years on client transition and offer here some of their practices.<b><i><\/i><\/b><span style=\"text-decoration: underline\"><b><i><br \/>\n<\/i><\/b><\/span><\/p>\n<p>the best transition practice of course falls under the category of \u201cthe best way to solve a problem is to never let it happen to begin with.\u201d<\/p>\n<p style=\"padding-left: 30px\"><em><b>more on retirement:<\/b><b>\u00a0<\/b><a href=\"\/\/www.g005e.com\/2015\/03\/12\/retirement-plan-funding-funding\/\">retirement plan funding? what funding?<\/a> | <a href=\"\/\/www.g005e.com\/2015\/03\/05\/vesting-can-cover-part-timers\/\">vesting can cover part-timers, too<\/a> | <a href=\"\/\/www.g005e.com\/2015\/02\/19\/compromise-order-goodwill-payouts\/\">compromise is in order for some goodwill payouts<\/a> | <a href=\"\/\/www.g005e.com\/2015\/02\/12\/retiring-partners-take-specialty\/\">when retiring partners take a specialty with them<\/a> | <a href=\"\/\/www.g005e.com\/2015\/01\/28\/term-of-payout\/\">why you\u2019ll get less from your partners in a buyout than you might by selling the whole firm <\/a>| <a href=\"http:\/\/feedproxy.google.com\/%7er\/cpatrendlines\/tpxn\/%7e3\/tepm5y5l5c4\/?utm_source=feedburner&amp;utm_medium=email\">eat what you kill? then maybe \u2018book of business\u2019 is for you<\/a> | <a href=\"http:\/\/feedproxy.google.com\/%7er\/cpatrendlines\/tpxn\/%7e3\/zzfbrxo1zqg\/?utm_source=feedburner&amp;utm_medium=email\">5 points to consider when paying out goodwill<\/a> | <a href=\"\/\/www.g005e.com\/2014\/12\/18\/clients-retirement-rosenberg\/\">clients leaving? time to reduce retirement benefits <\/a>| <a href=\"\/\/www.g005e.com\/2014\/11\/27\/4-ways-to-decide-how-to-pay-out-capital\/\">4 ways to decide how to pay out capital<\/a> | <a href=\"\/\/www.g005e.com\/2014\/11\/20\/partners-may-balk-at-guaranteeing-retirement-obligations\/\">partners may balk at guaranteeing retirement obligations<\/a><\/em><\/p>\n<p>said one mp: \u201cthe \u2018transition\u2019 process should start as soon as the firm gets a client (some start even sooner \u2013 on the sale pitch). clients should be assigned a team, including a backup partner and a manager. the client should be told who the team members will be. some call this institutionalizing the clients. if you do this, there is very little else that needs to be done when a partner announces his\/her retirement.\u201d<\/p>\n<p style=\"padding-left: 30px\">some other points: <a href=\"\/\/www.g005e.com\/2015\/03\/26\/transition-clients-retiring-partners\/#more-36840\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p id=\"docs-internal-guid-47a8bfc9-1fd8-1d86-a4bc-441290b5eb9b\" dir=\"ltr\"><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/03\/olderbusinessmanshakinghands_dollarphotoclub_56040616.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-39906\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/03\/olderbusinessmanshakinghands_dollarphotoclub_56040616-290x193.jpg\" alt=\"older businessman shaking hands with businesswoman across desk\" width=\"290\" height=\"193\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/03\/olderbusinessmanshakinghands_dollarphotoclub_56040616-290x193.jpg 290w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/03\/olderbusinessmanshakinghands_dollarphotoclub_56040616.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/03\/olderbusinessmanshakinghands_dollarphotoclub_56040616.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/03\/olderbusinessmanshakinghands_dollarphotoclub_56040616-590x393.jpg 590w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/03\/olderbusinessmanshakinghands_dollarphotoclub_56040616-190x126.jpg 190w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/03\/olderbusinessmanshakinghands_dollarphotoclub_56040616.jpg 1600w\" sizes=\"auto, (max-width: 290px) 100vw, 290px\" \/><\/a>don&#8217;t make this common but potentially expensive error.<\/strong><\/p>\n<p dir=\"ltr\"><em>by marc rosenberg<\/em><br \/>\n<em> <a href=\"\/\/www.g005e.com\/shop\/retirement-buyout\/\">retirements &amp; buyouts<\/a><\/em><\/p>\n<p>i have done extensive polling of firms in recent years on client transition and offer here some of their practices.<b><i><\/i><\/b><span style=\"text-decoration: underline\"><b><i><br \/>\n<\/i><\/b><\/span><\/p>\n<p>the best transition practice of course falls under the category of \u201cthe best way to solve a problem is to never let it happen to begin with.\u201d<\/p>\n<p style=\"padding-left: 30px\"><em><b>more on retirement:<\/b><b>\u00a0<\/b><a href=\"\/\/www.g005e.com\/2015\/03\/12\/retirement-plan-funding-funding\/\">retirement plan funding? what funding?<\/a> | <a href=\"\/\/www.g005e.com\/2015\/03\/05\/vesting-can-cover-part-timers\/\">vesting can cover part-timers, too<\/a> | <a href=\"\/\/www.g005e.com\/2015\/02\/19\/compromise-order-goodwill-payouts\/\">compromise is in order for some goodwill payouts<\/a> | <a href=\"\/\/www.g005e.com\/2015\/02\/12\/retiring-partners-take-specialty\/\">when retiring partners take a specialty with them<\/a> | <a href=\"\/\/www.g005e.com\/2015\/01\/28\/term-of-payout\/\">why you\u2019ll get less from your partners in a buyout than you might by selling the whole firm <\/a>| <a href=\"http:\/\/feedproxy.google.com\/%7er\/cpatrendlines\/tpxn\/%7e3\/tepm5y5l5c4\/?utm_source=feedburner&amp;utm_medium=email\">eat what you kill? then maybe \u2018book of business\u2019 is for you<\/a> | <a href=\"http:\/\/feedproxy.google.com\/%7er\/cpatrendlines\/tpxn\/%7e3\/zzfbrxo1zqg\/?utm_source=feedburner&amp;utm_medium=email\">5 points to consider when paying out goodwill<\/a> | <a href=\"\/\/www.g005e.com\/2014\/12\/18\/clients-retirement-rosenberg\/\">clients leaving? time to reduce retirement benefits <\/a>| <a href=\"\/\/www.g005e.com\/2014\/11\/27\/4-ways-to-decide-how-to-pay-out-capital\/\">4 ways to decide how to pay out capital<\/a> | <a href=\"\/\/www.g005e.com\/2014\/11\/20\/partners-may-balk-at-guaranteeing-retirement-obligations\/\">partners may balk at guaranteeing retirement obligations<\/a><\/em><\/p>\n<p>said one mp: \u201cthe \u2018transition\u2019 process should start as soon as the firm gets a client (some start even sooner \u2013 on the sale pitch). clients should be assigned a team, including a backup partner and a manager. the client should be told who the team members will be. some call this institutionalizing the clients. if you do this, there is very little else that needs to be done when a partner announces his\/her retirement.\u201d<\/p>\n<p style=\"padding-left: 30px\">some other points: <a href=\"\/\/www.g005e.com\/2015\/03\/26\/transition-clients-retiring-partners\/#more-36840\" class=\"more-link\">read more &rarr;<\/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":[5,2374,3120,2298],"tags":[2102,2429,572,62,38,57,1416],"class_list":["post-36840","post","type-post","status-publish","format-standard","hentry","category-outlook","category-pay-compensation","category-pro-member-exclusive","category-succession","tag-buyout","tag-earnings","tag-pay","tag-retirement","tag-salary","tag-succession","tag-wages","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- 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