How to run a Successful Partner Retreat (or Sole Practitioner Retreat)

Part of the Management, Advisory and Development (MAD) Practice Guides Series

The writers at 2020 have over 50 years combined consulting experience to accountants and tax advisors and are authors of books, articles, manuals and publications world- wide. They work with some of the most exciting and innovative firms in our Industry.

2020 have produced a series of simple and easy to follow practical guides to help you improve and grow your business. These guides contain example scripts, (e) letters, planners and other useful material to help you make changes and help you succeed.

If you are looking to grow and develop a profitable accounting practice then you will find these guides an essential resource and reference.

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How to run a Successful Partner Retreat (or Sole Practitioner Retreat)





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Product Description

In this day and age, we find it almost impossible to understand how any accounting practice, no matter how small, could expect to achieve any of its expectations, ambitions, dreams or hopes, if there is no time set aside, at least once a year, to discuss, debate, and agree some form of plan. Outlined below are some thoughts as to how the best firms plan their partner retreats.

If you only spend one day on a partner retreat, it is often little more than an extended partner meeting and it is too easy for the group to avoid tackling the really difficult issues. After six months of the main partner retreat it is advisable to have a one day follow up retreat


  • Length and Frequency
  • Participants
  • Location and Agenda Planning
  • Leadership
  • Recording and Communication
  • and many more!


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