Getting the Most Out of Partner Retreats
Each year, managing partners and executive committees spend considerable time scheduling and planning the firm’s annual partner retreat.
Thoughts on Firm Governance
As we work with CPA firms around the country, it’s clear that managing partner performance and keeping everyone headed in a unified direction has become an increasingly difficult task
Preparing Your Firm for a Merger: The First (and Most Important!) Step
We’re living in a time when unprecedented numbers of firms are considering mergers and acquisitions.
Identifying Merger/Acquisition Candidates: All Firms Are Not Created Equal
In another article, we described the information binder firms should develop once they’ve determined that mergers/acquisitions are part of their growth strategy
Overcoming Stakeholder Challenges in Mergers & Acquisitions
In previous articles, we described two important preparatory steps that must be taken if your firm’s strategic plan includes mergers and acquisitions:
Partner Goal Setting: It Doesn’t Have to Be Meaningless
Over the years, I have been both haunted and motivated by a chapter in David Maister’s book True Professionalism.
Transitioning Managing Partners
Firm growth over the past 20 years has been amazing, creating a number of substantial, closely‐held businesses requiring strong leadership and direction
Improving Your Marketing Message
I have observed that many firms grow soft in periods of strong economic growth. People
become complacent and fail to challenge existing paradigms.
The Value of a Marketing Binder
Suppose you are in the process of buying something very important to your success, but
the outcome of your purchase has the potential to impact you negatively.