Ch. 3 - Positioning Your Firm

To position your firm for succession or change, the first thing you need to do is clean up the operations. Cleaning up your operations means far more than just creating a positive bottom line after market-based owner compensation. This chapter walks you through the various metrics used to measure your firm’s operational performance, allowing you to see where you are now and providing strategies for improvement to get where you would like to be: positioning your firm for the chosen succession plan.

Learning Content
  • Using Performance Metrics in Mergers

Learning

Positioning Your Firm

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Tools

Client Evaluation Tool

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Analysis and Insight of Common Accounting Firm Metrics

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Closing Your Door to Bad Clients

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Small vs. Large Book Partners

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