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Unformatted text preview: 2. out compete call for proposals partner incentives key referrals (e.g., small firm can't handle SEC refers you see (a) above, personal contacts, participating in community activities, speaking engagements, repeat business) advertising target specific industries lowball 3. merge with other firms (e.g., retiring CPA wants to ease clients transition) - discuss pitfalls or merging d.special services...
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- Fall '08