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Digital CPA Conference 2016


17 - Ownership Agreements that Support the “One Firm Client"


Dec 6, 2016 10:35am ‐ Dec 6, 2016 11:25am

Standard: $49.00

Description

Like the CPA profession itself, partnership agreements have undergone quantum change over the past decade. Whether you’re a limited liability entity, or a corporation, your owner’s agreement needs to reflect the evolving landscape that is today’s accounting profession. But many firms are embroiled in an identity crisis with regard to their books of business. While a growing number of firms across the country claim to have adopted a “one client one firm” philosophy, many are still rooted in the traditional book of business or “eat what you kill” structure which can influence a number of critical points in a partnership agreement. In this session attendees will learn how to determine what type of firm they are as this session will address:

  • Critical keys to include in your partnership agreement
  • Book of business or one firm one client?
  • Governance: how decisions are made and how it affects possible client realignment
  • Current trends in how to value partner equity
  • Vesting periods and mandatory retirement

Don’t let partner agreements stunt growth opportunities in emerging services like client advisory and others.

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