Partnership agreement

How do you fix an industry in consolidation? Enter private equity.

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.

At in-depth look at the ins and outs of this increasingly prevalent partnership option.

If you have a partner but no agreement, get one.

Here's how to go from "me, me, me" to a rising tide lifts all boats.

During partnership planning, design and discussion related to CPA firm buy-in, be sure to cover these four essential topics.

If your CPA firm doesn't have an ownership agreement in place, it desperately needs one.

These small stakes can materially handcuff a firm when it comes to a sale or merger.

Firm ownership has many rewards, but it requires some serious number-crunching.

Staffing and compensating a financial planning practice starts with the right model.