{"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=\"auto, (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","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=\"auto, (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","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 v24.0 - 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