{"id":47973,"date":"2016-03-07t05:00:34","date_gmt":"2016-03-07t10:00:34","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=47973"},"modified":"2016-04-04t10:59:10","modified_gmt":"2016-04-04t14:59:10","slug":"talking-retirement-at-a-retreat","status":"publish","type":"post","link":"\/\/www.g005e.com\/2016\/03\/07\/talking-retirement-at-a-retreat\/","title":{"rendered":"27 tough questions every firm needs to address"},"content":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/03\/retirementplan_dollarphotoclub_53692130.jpg\" rel=\"attachment wp-att-47977\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-47977\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/03\/retirementplan_dollarphotoclub_53692130-424x284.jpg\" alt=\"eyeglasses resting on document labeled &quot;retirement plan&quot;\" width=\"424\" height=\"284\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/03\/retirementplan_dollarphotoclub_53692130-424x284.jpg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/03\/retirementplan_dollarphotoclub_53692130.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/03\/retirementplan_dollarphotoclub_53692130.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/03\/retirementplan_dollarphotoclub_53692130-768x514.jpg 768w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/03\/retirementplan_dollarphotoclub_53692130-849x568.jpg 849w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/03\/retirementplan_dollarphotoclub_53692130.jpg 1600w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><\/a>on succession, retirement, valuation, sale or acquisition.<\/strong><\/p>\n<p><i><span style=\"font-weight: 400;\">by marc rosenberg<\/span><\/i><br \/>\n<a href=\"\/\/www.g005e.com\/shop\/guide-to-planning-the-firm-retreat\/\"><i><span style=\"font-weight: 400;\">cpa firm retreats<\/span><\/i><\/a><\/p>\n<p>before formally beginning the discussion part of a retreat\u00a0session, it\u2019s always a good idea to begin by asking the participants what they want to cover.<\/p>\n<blockquote><p><b>more on retreats:<\/b> <a href=\"\/\/www.g005e.com\/2016\/02\/29\/47837\/\"><span style=\"font-weight: 400;\">make more money<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2016\/02\/22\/system-vs-system-partner-compensation-best-practices\/\"><span style=\"font-weight: 400;\">system vs. system: partner compensation best practices<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2016\/02\/15\/47420\/\"><span style=\"font-weight: 400;\">10 benchmarking missteps<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2016\/01\/18\/firm-management-questions-to-cover-at-a-retreat\/\"><span style=\"font-weight: 400;\">18 essential management questions to cover at a retreat<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2016\/01\/04\/management-styles-partnership-vs-corporate\/\"><span style=\"font-weight: 400;\">management styles: partnership vs. corporate<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/12\/08\/46248\/\"><span style=\"font-weight: 400;\">why create a marketing plan?<\/span><\/a><\/p><\/blockquote>\n<p>as issues are suggested, the facilitator should write them down on a flipchart.<\/p>\n<p> <a href=\"\/\/www.g005e.com\/2016\/03\/07\/talking-retirement-at-a-retreat\/#more-47973\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2016%2f03%2f07%2ftalking-retirement-at-a-retreat%2f&amp;t=27+tough+questions+every+firm+needs+to+address'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2016%2f03%2f07%2ftalking-retirement-at-a-retreat%2f&amp;title=27+tough+questions+every+firm+needs+to+address&amp;summary=on+succession%2c+retirement%2c+valuation%2c+sale+or+acquisition.%0d%0a%0d%0aby+marc+rosenberg%0d%0acpa+firm+retreats%0d%0a%0d%0abefore+formally+beginning+the+discussion+part+of+a+retreat%c2%a0session%2c+it%e2%80%99s+always+a+good+idea+to+begin+by+asking+the+participants+what+they+want+to+cover.%0d%0amore+on+retreats%3a+make+more+money+%7c+system+vs.+system%3a+partne'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='linkedin'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-850px 0px'   \/> <span class=\"head\">share on linkedin<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2016%2f03%2f07%2ftalking-retirement-at-a-retreat%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li><li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%2027%20tough%20questions%20every%20firm%20needs%20to%20address&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/2016\/03\/07\/talking-retirement-at-a-retreat\/\" title=\"email this: 27 tough questions every firm needs to address \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/03\/retirementplan_dollarphotoclub_53692130.jpg\" rel=\"attachment wp-att-47977\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-47977\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/03\/retirementplan_dollarphotoclub_53692130-424x284.jpg\" alt=\"eyeglasses resting on document labeled &quot;retirement plan&quot;\" width=\"424\" height=\"284\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/03\/retirementplan_dollarphotoclub_53692130-424x284.jpg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/03\/retirementplan_dollarphotoclub_53692130.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/03\/retirementplan_dollarphotoclub_53692130.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/03\/retirementplan_dollarphotoclub_53692130-768x514.jpg 768w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/03\/retirementplan_dollarphotoclub_53692130-849x568.jpg 849w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/03\/retirementplan_dollarphotoclub_53692130.jpg 1600w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><\/a>on succession, retirement, valuation, sale or acquisition.<\/strong><\/p>\n<p><i><span style=\"font-weight: 400;\">by marc rosenberg<\/span><\/i><br \/>\n<a href=\"\/\/www.g005e.com\/shop\/guide-to-planning-the-firm-retreat\/\"><i><span style=\"font-weight: 400;\">cpa firm retreats<\/span><\/i><\/a><\/p>\n<p>before formally beginning the discussion part of a retreat\u00a0session, it\u2019s always a good idea to begin by asking the participants what they want to cover.<\/p>\n<blockquote>\n<p><b>more on retreats:<\/b> <a href=\"\/\/www.g005e.com\/2016\/02\/29\/47837\/\"><span style=\"font-weight: 400;\">make more money<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2016\/02\/22\/system-vs-system-partner-compensation-best-practices\/\"><span style=\"font-weight: 400;\">system vs. system: partner compensation best practices<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2016\/02\/15\/47420\/\"><span style=\"font-weight: 400;\">10 benchmarking missteps<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2016\/01\/18\/firm-management-questions-to-cover-at-a-retreat\/\"><span style=\"font-weight: 400;\">18 essential management questions to cover at a retreat<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2016\/01\/04\/management-styles-partnership-vs-corporate\/\"><span style=\"font-weight: 400;\">management styles: partnership vs. corporate<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/12\/08\/46248\/\"><span style=\"font-weight: 400;\">why create a marketing plan?<\/span><\/a><\/p>\n<\/blockquote>\n<p>as issues are suggested, the facilitator should write them down on a flipchart.<\/p>\n<p> <a href=\"\/\/www.g005e.com\/2016\/03\/07\/talking-retirement-at-a-retreat\/#more-47973\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2016%2f03%2f07%2ftalking-retirement-at-a-retreat%2f&amp;t=27+tough+questions+every+firm+needs+to+address'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2016%2f03%2f07%2ftalking-retirement-at-a-retreat%2f&amp;title=27+tough+questions+every+firm+needs+to+address&amp;summary=on+succession%2c+retirement%2c+valuation%2c+sale+or+acquisition.%0d%0a%0d%0aby+marc+rosenberg%0d%0acpa+firm+retreats%0d%0a%0d%0abefore+formally+beginning+the+discussion+part+of+a+retreat%c2%a0session%2c+it%e2%80%99s+always+a+good+idea+to+begin+by+asking+the+participants+what+they+want+to+cover.%0d%0amore+on+retreats%3a+make+more+money+%7c+system+vs.+system%3a+partne'  ><img  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no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li>\n<li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%2027%20tough%20questions%20every%20firm%20needs%20to%20address&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2016\/03\/07\/talking-retirement-at-a-retreat\/\" title=\"email this: 27 tough questions every firm needs to address \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li>\n<\/ul>\n<div class=\"clean\"><\/div>\n<\/p>\n<\/div>\n","protected":false},"author":1339,"featured_media":47226,"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":[2271,3120],"tags":[62,1423],"class_list":["post-47973","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-marketing","category-pro-member-exclusive","tag-retirement","tag-retreat","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v22.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>27 tough questions every firm needs to address - 卡塔尔世界杯常规比赛时间<\/title>\n<meta name=\"description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"\/\/www.g005e.com\/2016\/03\/07\/talking-retirement-at-a-retreat\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"27 tough questions every firm needs to address - 卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"og:description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta property=\"og:url\" content=\"\/\/www.g005e.com\/2016\/03\/07\/talking-retirement-at-a-retreat\/\" \/>\n<meta property=\"og:site_name\" content=\"卡塔尔世界杯常规比赛时间\" \/>\n<meta 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