Description

This session will discuss various approaches to managing retirement buyouts of retiring partners and admission of new partners in CPA firm owner agreements. The discussion will include an evaluation of the AAV or unit system as an alternative to more traditional approaches.

Learning Objectives:

• Learn the best way to determine and allocate value to the partners of your firm
• Learn how to transition from an approach to value allocation in your firm that may no longer be suited to your needs to a better system

Speaker(s):

• Terrence Putney, CPA, CEO, Transition Advisors LLC

Category: Concurrent Session (Onsite and Online)