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Securing the future. Volume 2, Implementing your firm's succession plan

Author: William L Reeb; Dominic Cingoranelli
Publisher: New York, NY : American Institute of Certified Public Accountants, 2014.
Edition/Format:   eBook : Document : English : Second editionView all editions and formats
Summary:

Is your firm poised for long-term success and viability? Do you even know what that looks like for your firm? The reality is that most CPA firms have their work cut out for them if they want  Read more...

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Genre/Form: Electronic books
Handbooks and manuals
Handbooks, manuals, etc
Additional Physical Format: Print version:
Reeb, William L.
Securing the future. Volume 2, Implementing your firm's succession plan.
New York, NY : American Institute of Certified Public Accountants, 2014
(OCoLC)958481315
Material Type: Document, Internet resource
Document Type: Internet Resource, Computer File
All Authors / Contributors: William L Reeb; Dominic Cingoranelli
ISBN: 9781119448372 1119448379
OCLC Number: 1011043429
Description: 1 online resource
Contents: Getting Started --
Developing and Implementing Your Strategy --
Monitoring Your Practice With Metrics --
Determining Which Business Model Your Practice (Mostly) Follows --
Exploring Valuation and Related Considerations --
Establishing Roles and Responsibilities --
Establishing Voting Rights, Decision Making, and Equity Distribution or Redistribution Processes --
Defining the Managing Partner Role --
Building Capacity for Long-Term Sustainability --
Transitioning Client and Referral Relationships --
Defining Admission to Ownership and the Development Process --
Dealing with Partner Departures --
Establishing Processes and Procedures for Retired Partners --
Defining the Maximum Payout Process and Other Buyout-Related Issues --
Creating a Partner Accountability and Compensation Plan --
Addressing Death and Disability in Your Buy-Sell and Retirement Policies --
Conclusion.
Other Titles: Implementing your firm's succession plan
Responsibility: Bill Reeb, Dom Cingoranelli.

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