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.

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.

Many firm leaders are in denial and fall short of what’s required, and that’s the principal reason why so many firms can’t get to the next level.

How can we adapt techniques that educators and educational institutions use in preparing for online classes to our fall work lineup?

Transition in CPA firms is a process that has passed the test of time and has been managed in good times and bad.

It's not just about higher status and more pay: There is plenty for new partners to know and do, and unfortunately many firms do not have any training for them.

Small and midsized firms need to prepare for a world of reduced liquidity and lower organic growth.

The pandemic is restructuring many of the calculations in mergers.

If your firm doesn't have a plan, you need to start working on it fast.

Mergers take numerous forms.