Owner Issues

As a firm owner, you are concerned with every aspect of running your company. Follow the links below for resources to help you stay current on liabiltiy, partner and succession issues. 

• Leadership
• Selection and Evaluation of Partners
• Succession Planning

Leadership

• Firms Look to the Army for Practice Management Ideas. INC, c2009
• Survival Strategies for the Current Economy & Beyond. IOMA, c2008
• Managing Partner: One Size Does Not Fit All. Partner’s Report for CPA Firm Owners, c2008
• Practice-Building Tips to Help Owners Take Advantage of the New Economic Reality. Partner’s Report for CPA Firm Owners, c2008
• Stress Management 101. Partner’s Report for CPA Firm Owners, c2008

Selection and Evaluation of Partners

• How to drive partner accountability and unity...oversight and review systems can boost firm performance. Journal of Accountancy, c2013

• How to Create a No-Equity Partner Position in Your Firm. Adamson Advisory, c2012

• 30 key facts to check before adding partners. Accounting Office Management and Administration Report, c2006

• Timesavers: sample forms, checklists, and surveys for CPA firm management. AICPA, c2004. 351 pages. 250 ACC FOX3 2004 01164 (Scan the Table of Contents)

Succession Planning 

See also:   Buy | Sell | Merge Opportunities 

• Valuing Your Practice For Partner Retirements. Adamson Advisory, c2013
• Succession planning: The challenge of what's next. Journal of Accountancy, c2013
• The Case for Mandatory Partner Retirement. Adamson Advisory, c2012
• Do Your Partner Agreements Include These Six Key Provisions? Adamson Advisory, c2012
• Planning and paying for partner retirements: Structuring internal succession arrangements to make buyouts self-funding. Journal of Accountancy, c2012
• Putting a Practice Up for Sale. Build Your Firm, c2011
• Five Merger Tips to Help You Seal the Deal. Gary Adamson, c2011
• Who would run your firm? Practice continuation agreements help plan for the worst. Journal of Accountancy, c2011