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If partners do not have a buy-sell agreement and one of them dies or is suddenly disabled, there will be problems between the survivors and the family of the affected partner.
August 21WithumSmith+Brown PC CPAs -
At in-depth look at the ins and outs of this increasingly prevalent partnership option.
January 18Rosenberg Associates -
If you have a partner but no agreement, get one.
December 26WithumSmith+Brown PC CPAs -
Here's how to go from "me, me, me" to a rising tide lifts all boats.
October 19Tri-Merit Specialty Tax Professionals -
During partnership planning, design and discussion related to CPA firm buy-in, be sure to cover these four essential topics.
September 20Oak Street Funding -
If your CPA firm doesn't have an ownership agreement in place, it desperately needs one.
August 9 -
These small stakes can materially handcuff a firm when it comes to a sale or merger.
August 4The Visionary Group -
Firm ownership has many rewards, but it requires some serious number-crunching.
September 22The Visionary Group -
Staffing and compensating a financial planning practice starts with the right model.
March 26Napier Financial -
A buy-sell agreement between the joint owners of a closely held business or professional practice is critical for the orderly continuation of the business following a “triggering event,” such as the death, divorce, disability, bankruptcy, retirement or termination of an owner.
March 10The TOLI Center East and Offit & Kurman