Partnership agreement

The first installment of a manual for repairing broken M&A.

Numerous issues could prove challenging and even put deals at risk.

Payout caps, retirement notification notices, client transition plans and sensible buyout plans are a must for any accounting firm.

While many midsized CPA firms strive to be well-managed, many fall short and revert to the loosely managed style of midsized law firms.

New methods of allocation value in the firm may help overcome hurdles in expanding a partnership.

What happens when your firm isn’t clicking on all cylinders?

Focusing immediately on culture, strategy and building a ‘one firm’ model top the list.

Building a culture of accountability is critical for professional services firms.

The wrong partner dynamics can torpedo (or at least slow down) a deal.

When others in the firm see ineffective partners endure year after year and overstay their welcome, it's demoralizing.