{"id":46254,"date":"2015-12-08t05:00:39","date_gmt":"2015-12-08t10:00:39","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=46254"},"modified":"2024-08-14t11:28:20","modified_gmt":"2024-08-14t15:28:20","slug":"46254","status":"publish","type":"post","link":"\/\/www.g005e.com\/2015\/12\/08\/46254\/","title":{"rendered":"how retirement issues affect succession planning"},"content":{"rendered":"
<\/a>if you believe your firm\u00a0will be\u00a0dysfunctional without you, now is the time to fix it.<\/strong><\/p>\n by <\/span>bill reeb, <\/span>dominic cingoranelli,<\/span> and tommye barie<\/em> when we take our clients through succession planning, eventually the focus turns to implementing the best practices for running a firm \u2013 but first we normally have to start with short-term retirement issues.<\/p>\n more on performance management:<\/b> succession: the questions to care about<\/span><\/a> | <\/span>how partner ratings factor into equity<\/span><\/a> | <\/span>the pitfalls of equity allocation and reallocation<\/span><\/a> | <\/span>cpa firm performance assessments: 15 core competencies, 21 questions<\/span><\/a> | <\/span>what having your employees\u2019 backs means<\/span><\/a><\/p><\/blockquote>\n why? because typically you won\u2019t get any buy-in for change until the partners have looked at whether the current retirement system is paying at least roughly a fair market value to the near-term retiring partners.<\/p>\n read more →<\/a><\/p>\n","protected":false},"excerpt":{"rendered":" <\/a>if you believe your firm\u00a0will be\u00a0dysfunctional without you, now is the time to fix it.<\/strong><\/p>\n by <\/span>bill reeb, <\/span>dominic cingoranelli,<\/span> and tommye barie<\/em> when we take our clients through succession planning, eventually the focus turns to implementing the best practices for running a firm \u2013 but first we normally have to start with short-term retirement issues.<\/p>\n more on performance management:<\/b> succession: the questions to care about<\/span><\/a> | <\/span>how partner ratings factor into equity<\/span><\/a> | <\/span>the pitfalls of equity allocation and reallocation<\/span><\/a> | <\/span>cpa firm performance assessments: 15 core competencies, 21 questions<\/span><\/a> | <\/span>what having your employees\u2019 backs means<\/span><\/a><\/p>\n<\/blockquote>\n why? because typically you won\u2019t get any buy-in for change until the partners have looked at whether the current retirement system is paying at least roughly a fair market value to the near-term retiring partners.<\/p>\n
\nthe succession institute<\/em><\/p>\n
\nthe succession institute<\/em><\/p>\n\n