Partner-Ready

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Partner-Ready Program

This program is different from other “partner preparation” programs in that the goal isn’t to complete a course, but to become partner-ready as a partner in YOUR firm. The Development Plan is customized to individual candidates, based on the personal style, interests, motivation and input from other firm leaders. In order to create a customized development plan, the candidate’s interest, motivation and innate capabilities are assessed and a plan is put into place that the candidate is committed to.

  • Candidate completes a “Statement of Why?”
  • Validated assessments are used to determine innate capabilities
  • Interviews are conducted with the candidate and their supervisors
  • A Development Plan draft is developed for leadership approval. It contains areas of concentration, implementation plan with milestones and metrics of success

With the Partner-Ready Development Plan in place, everyone knows what is important to demonstrate and achieve. Frequently, the implementation includes

  • 2 firm visits per year for instruction, coaching, and feedback from the candidate and others.
  • Interim coaching schedule to ensure follow through, motivation and accountability

With all this in place, it will be known to the candidate and the firm leaders when the candidate is partner-ready.

Contact me to determine if this approach is the right one for your partner-potential candidates. It may or may not be and there is no sense in going down this road if it won’t achieve the desired results.

How to Get Started

The future of your firm depends on your ability to develop capable leaders. It is time to invest in a proven approach to professional development.

Simply contact Guy (Guy@PartnersCoach.com) to set up a call for more information on the program, determine if your firm is prepared for and would benefit from instituting the Partner-Pipeline, and any next steps if needed. No obligation or expectation.

“I was recently awarded with the opportunity to present at an executive board committee meeting for my firm [for partnership]. I received such positive feedback after my presentation, but the credit mostly goes to Guy who helped me every step of the way.  We worked together on a weekly basis to help meet this milestone. His insight, professionalism, and ability to mentor are remarkable. I always felt comfortable working with him and he allowed me to achieve my maximum capabilities.  I can’t thank Guy enough for being there when I needed him most in my professional career.”

– Stephen Farbish, CPA
“We have been using Guy’s services for over 2 ½ years. These programs are the Partner-Pipeline program for all our People, and the Partner-Ready program for our Senior Managers.  Guy also facilitates our annual Partner/Manager retreat, as well as our Partner-only retreat. These programs are important to the overall success of our firm, as we are evolving into a larger firm and adapting to an ever changing environment.  Guy is a mentor to the partner group and his skills have been a big part of our success to date, and will be on a go-forward basis for years to come.” –  Joshua J. Bodenstadt, CPA
“Guy provides a unique insight on the firm’s structure and management. We tremendously value his experience and knowledge of CPA industry. He has almost instantly earned trust from our partners and staff. We rely heavily on Guy to lead us into the future as we strive to be a firm of choice for our clients and staff.” – Mark Kruspodin, CPA/PFS, Duffy Kruspodin, LLP
“Guy’s approach was unique in that he was very hands on, easy going, and easy to get in touch with. He is a great person, excellent professional, and really does a great job with what he does,” – Craig Springer, CPA
“There are many people in the service industry, but what separates Guy is his experiences working within a CPA firm. I’ve recommended Guy to many other firms. Firms that emphasize the skills Guy teaches, differentiate themselves. That’s the bottom line and an important issue. Guy not only comes with a program but has lived it, practiced it, and can speak from experience. He will make individuals and firms stretch to make them better individually and collectively,”
– Mark Topel, CPA, CFP
“Guy understands the opportunities and problems in an organization and is able to be involved in the decision making and problem solving steps. It is a tremendous asset for Guy to have the experience of working inside a firm. I would definitely recommend Guy to others. He has a really good understanding of what makes people tick. His educational background in counseling prior to coaching is a strong asset that mixes well with his firm experiences,” – Tom Aman, CPA

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