Partner Retirement / Buyout Plans: Current Trends - CPAReport
Partner Retirement / Buyout Plans: Current Trends - CPAReport
Partner Retirement / Buyout Plans: Current Trends - CPAReport
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Changes Over the YearsFeature Used to Be NowGoodwill valuation 1 x fees 80% with bigrangeUse of multiple of comp method Common DominantNotice1 yr & some60-180 days18-24 monthsReduce benefits if clients leave? Yes, common 82% -no penaltyTHEROSENBERG ASSOCIATES LTD.www.rosenbergassoc.com