How do your firm's key decisions get made? How many partners must agree to move strategic issues forward? How will your practice be valued upon retirement? Is it the same for when a new partner buys in?

These often misunderstood aspects of a partnership become critical and sometimes divisive when firm changes cause you to apply them. In this session, we'll explore things to consider when creating or updating your partner agreement and determining the governance of your firm. Leave this session with the key elements to include in your buy/sell and governance agreements to incent and reward the right partner behaviors for the firm.

To download a copy of our Frequently Asked Questions and to learn more about our new webinar partner, CPA Crossings, click here.

Learning Objectives:


After attending this presentation you will be able to...

• Identify the roles, responsibilities, and decision-making authority of the partners
• Recall ways for determining buy/sell and retirement values
• Recall the essential elements that should be included in all partner agreements

Program Content:


The major topics covered in this class include:

• Clarifying ownership of partner responsibilities across the partner group
• Creating accountability amongst the partner group to an agreed upon code of conduct
• Defining the crucial definitions to include in your operating agreement
• Identifying old language that should be updated for the current market

Who Should Participate:     Leaders and influences across all practices areas of the firm, including operational leaders.  
Instructional Delivery Method:     Group internet based  
CPE Credits:     2  
NASBA Fields of Study:     Business Management & Organization  
Prerequisites:     None  
Advanced Preparation:     None  


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