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Sponsored by 1st Global and Inside public Accounting

Proven Methods and Lessons Learned for Mergers & Acquisitions as a Growth Strategy

Thursday, October 2, 2014, 10:00 CT

Is M&A part of the firm’s growth strategy?

Many firms are using M&A as an important growth strategy. This webinar will focus on the importance of a defined and focused mergers and acquisition strategy that will significantly enhance a firm’s success.

During this webinar, participants will:

  • Learn about building a business case for M&A in your firm

  • See how to develop a firm’s M&A priorities and guiding principles

  • Develop an “ideal” target firm profile

  • Discuss the resources required to compete in M&A

  • Discuss targeting and tactics practices

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Best Practices: Aligning Partner Compensation and Evaluation Systems with Firm Strategy

Thursday, October 16, 2014, 10:00 a.m. CT

Are partner compensation and evaluation systems aligned with the firm's strategy?

Firms that align partner compensation and evaluation to the firm's strategy are more likely to achieve success. If systems are in conflict with the strategy, often times it inhibits the growth of the firm and its people.

During this webinar, participants will discover:

  • Why the “one firm” concept is a critical success factor

  • Essential elements of partner value

  • Key evaluation financial metrics

  • Key evaluation intangibles

  • Key components of the compensation number

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Partner Retirement Provisions and Payouts - Will They Survive the Changes in Your Firm?

Tuesday, December 2, 2014, 10:00 a.m. CT

Partner Retirement Provisions and Payouts – Will partner retirement provisions and payout survive the changes happening in the firm?

Many partner retirement provisions were written years ago and have not been revisited. In the meantime, firms have become multifaceted businesses that provide much more than "traditional tax and accounting services." This webinar will discuss how many firms' retirement provisions are lagging behind as firms have evolved to offer a wider variety of services.

During this webinar, participants will:

  • Review retirement, death, withdrawal and disability provisions

  • Determine what the firm is paying for

  • Discuss formula approaches based on volume, earnings and funded/unfunded

  • See the importance of maintaining a viable firm-affordability

  • Discuss “Caps” on payouts

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