If you have a detailed letter of understanding along with an effective marketing plan, you will lay the groundwork for success and put your revenue-sharing relationship on the right path and firm footing from the start."Paul Saganey, founder and president of Integrated Financial Partners Inc. |
You have found your first CPA partner … Now what?
Paul Saganey | InvestmentNews, March 2014
Read the article online >Summary: Now that you've made the decision to form a revenue-sharing relationship with an accountant, attorney, a P&C firm, or a bank/credit union professional partner, you are undoubtedly thinking about the first steps you should take in establishing this new relationship.
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If you have a detailed letter of understanding along with an effective marketing plan, you will lay the groundwork for success and put your revenue-sharing relationship on the right path and firm footing from the start."
