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CPA Firm Partner Retirement / Buyout Plans The Essential Tool for CPA Firms Revising, Updating, or Just Now Starting Their Buyout Agreements.

By Marc Rosenberg CPA CPA Firm Partner Retirement/Buyout Plans is the first of its kind: The comprehensive guide to creating a well-written, competitive buyout agreement. Whether you’re in the process of updating an existing plan or starting out to create your first-ever buyout agreement you’ll benefit from the insights gleaned from hundreds of firms to structure viable plans that protect all three stakeholders: The firm, the retiring partners and the partners who will sign the retirement checks. FREE U.S. SHIPPING by Priority Mail

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Billions of dollars are due to be paid to retiring Baby Boomer partners over the next ten years for their interests in CPA firms.

Will your firm be able to afford those payments? Not without a plan – a comprehensive, well-written, competitive buyout agreement.

CPA Firm Partner Retirement / Buyout Plans is the essential tool for firms that need to revise and update their existing plans or are writing their first-ever retirement agreement.


1. Will interest be paid on benefits?

2. How will the firm’s overall goodwill be valued?

3. How will an individual’s share of the firm’s value be determined?

4. How will vesting work, including the age for full vesting?

5. Will client transition be defined and if so, how?

6. Will notice and transition be required to receive benefits?

7. Will your firm have a mandatory retirement policy? How will it work?

8. Will there be limits on annual payouts to all retired partners?

9. Will benefits be reduced if a retired partner’s clients leave?

10. Will non-annuity services be treated the same as traditional CPA services?

11. How will death and disability be handled?

12. Can a partner leave the firm and freely take clients and staff?

13. What partner actions will result in the loss of retirement benefits?




CPA Trendlines commentator Marc Rosenberg is a nationally known consultant, author, and speaker on CPA firm management, strategy, and partner issues.

President of his own Chicago-based consulting firm, he is the founder of the most authoritative annual survey of mid-sized CPA firm performance statistics in the country, The Rosenberg Survey, also available here from the CPA Trendlines Store. He has consulted with more than 700 firms throughout his 20+ year consulting career.

Accounting Today magazine annually acknowledges Marc Rosenberg as one of the 100 most influential people in the CPA profession, and INSIDE Public Accounting has repeatedly recognized him as one of the ten most recommended CPA firm consultants in the country.

Click here to see him on CPA Trendlines.


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Tax, accounting and finance professionals worldwide rely on CPA Trendlines to deliver the actionable intelligence they need to identify and act on emerging issues and opportunities. We specialize in high-quality, concise executive briefings designed to help busy professionals improve their organizations, advance their careers, and enhance their lives. Our reports are relevant, timely and to-the-point, providing only the most essential, most practical, information. Many are readable in under an hour and are immediately actionable.

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CPA Trendlines / Bay Street Group LLC
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