@WTFoote @JStaatsCPA I didn’t merge in with another firm, but organically grew tax biz from within WM firm. There are still 2 sides of the house. 2 cultures. Constantly working to bridge them is a challenge. But from client side, it’s highly valued.
@MJNewfield@Ross__Marino@BillWinterberg Agree with Snarky and Meg here. If you did end up discounting the fee then you’re running in a deficit. You’d end up frustrated when doing tasks for them or if/when they asked for routine stuff. You’d end up growing to resent them. Not good for either of you at that point.
@bhallcpa Not sure their cap raises over the years but it’s part of comp model for employees. Not sure how far down the chain get any equity. And I wonder if they’ve set aside a certain amount for comp and recycle what they buy back?
@TKopelman Definitely does. Do all prospect sources fill it out? (Ie: prospects who follow you here, referrals, etc) What’s the message to the 1 that didn’t qualify?