{"id":46286,"date":"2016-01-26t05:00:09","date_gmt":"2016-01-26t10:00:09","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=46286"},"modified":"2024-08-14t11:28:17","modified_gmt":"2024-08-14t15:28:17","slug":"transitioning-partners-must-follow-action-plans","status":"publish","type":"post","link":"\/\/www.g005e.com\/2016\/01\/26\/transitioning-partners-must-follow-action-plans\/","title":{"rendered":"action plans for transitioning partners"},"content":{"rendered":"

\"four<\/a>the transition process is about making the retiring partner less attractive as the client\u2019s first point of contact.<\/strong><\/p>\n

by <\/span><\/i>bill reeb<\/span><\/i><\/a> and <\/span><\/i>dominic cingoranelli<\/span><\/i><\/a>
\n卡塔尔世界杯常规比赛时间 \/ succession institute<\/span><\/i><\/a><\/p>\n

the key to the client transition process is the action plan that the transitioning partner needs to follow for each client.<\/p>\n

more on performance management:<\/b> partner retirement and the war for clients<\/a> | how retirement issues affect succession planning<\/a> | 7 succession questions to ignore for now<\/a> | the pitfalls of equity allocation and reallocation<\/a> | how to target what skills to develop now<\/a> | job 1 for the practice owner: client management<\/a><\/p><\/blockquote>\n

for a small tax client, the directive could be as simple as a one-year transition and turning it over to whoever has been assigned to take over that account. for example, the action plan might be something like:<\/p>\n

read more →<\/a><\/p>\n