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About Marc
Marc Rosenberg is a nationally known consultant, author and speaker on CPA firm management, strategy and partner issues. He is President of his own consulting firm, The Rosenberg Associates, Ltd.
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Monographs by
Marc Rosenberg
Marc has condensed 23 years worth of his CPA firm consulting advice and proprietary handouts and checklists into “how to” monographs on a variety of hard-hitting practice management topics.
Titles Include:
- CPA Firm Succession Planning: A Perfect Storm
- Strategic Planning and Goal Setting for Results
- How to Bring In New Partners
- How to Negotiate a CPA Firm Merger
- How to Operate a Compensation Committee
- What Really Makes CPA Firms Profitable?
- Guide to Planning the Firm Retreat
- Effective Partner Relations and Communication
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- Governance/Management
- Leadership
- Mergers
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- New Partners
- Partner Agreements
- Partner Compensation
- Partner Issues
- Partner Retirement/Buyout
- Performance Reviews
- Practice Development
- Retreats
- Rosenberg Associates' news
- Staff Issues
- Strategic Planning
- Succession Planning
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Category Archives: Mergers
Best Practices From Recent Mergers – Part 2
The merger activity taking place is hot and heavy. Here are best practices observed from recent mergers we were involved in (see our May 25 blog post for Part 1): For upward, sideways and downward mergers: 1. Use the same … Continue reading
Best Practices From Recent Mergers — Part 1
The merger activity taking place is hot and heavy. Here are best practices observed from recent mergers we were involved in: For firms merging up: Go out on top, like the running back Barry Sanders of the Detroit Lions. Negotiate … Continue reading