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Planning Partner Retirements

Getting partners to transition toward retirement as they approach the firm’s retirement age is a problem facing many CPA firms, and its implications are far-reaching. Most firms in the Top 100 have a mandatory retirement age between age 60 and 66. Accordingly, partners within a few years of this age should be expected to begin…

How to Improve Partner Behavior

As we were wrapping up a strategic planning discussion with one of our clients—a major accounting and advisory firm—the firm’s managing partner turned to us and asked, “What would really change the way our partners interact with clients? Partners have strong client relationships. They know client executives well personally and professionally. They just find it…

Designing Strategic Plans for Accounting and Advisory Firms

Increasingly, accounting and advisory firms are looking at their business strategies with a view to driving higher growth and profitability. Developing an effective strategy requires addressing several important, and often difficult, issues. It also requires crafting a strategic plan that the firm’s partners will buy into and effectuate. Over the next few months, we’ll publish…