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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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- Partner Retirement/Buyout
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Category Archives: Partner Retirement/Buyout
CPA partner buyouts: two main methods
Should a firm allow a retiring partner to be bought out personally by another partner?
CPA firms use two main methods to buy out retiring partners: directly by another partner or by the firm. Which method is “right?” Which is most common? What are the advantages of either scenario? Continue reading
Are Partner Buyout Plans Ponzi Schemes?
Partner buyout plans at CPA firms have been around for a long time. But the retirement of Baby Boomer partners has brought these plans under a level or scrutiny unlike years past. Billions of dollars are at stake, nationwide. Older … Continue reading