This session will provide you a road map from the beginning to closing for a successful merger. In this webinar, Transition Advisors President Joel Sinkin will address:
• How to start the process
• What are the seven steps to take to accomplish your goal
Participants can learn:
• What information to share and when
• How time impacts deals
• Dealing with “Must haves”
• Keys to client and staff retention
Sengmin, NY
"Thank you for your time and information. It was great information for us and I think it is better study if you show us the sample case of M&A."Christian, NY
"The webinar had a knowledgeable presenter. The information provided were both valuable and interesting."Charles, CA
"Very interesting and generally very thorough coverage of merger and acquisition amongst CPA Firms"Nora, AZ
"Excellent, informative, concise presentation!"Elizabeth, CA
"very good information"Helene K, CA
"This is my first time attending your webinar. I find the topic is educational and informative. The organizer is very organized and helpful, especially for a first time user of the site, easy to navigate, etc.."Debra, OR
"Very helpful for firms considering a merger or acquisition! You don't have to do this alone!"Theresa, VA
"Very informational and awesome presenter."
Transition Advisors LLC
Chief Executive Officer
tputney@whitmantransition.com
(866) 279-8550
Terry has more than 35 years’ experience in the CPA profession. For six years, he served as Managing Director - Mergers & Acquisitions for RSM McGladrey, the country’s fifth-largest accounting firm and held several executive posts with its corporate parent, H&R Block. At RSM, he structured and negotiated numerous deals resulting in the acquisition of accounting and consulting firms ranging in size from sole proprietors to multi-state firms with hundreds of staff and professionals. Prior to joining McGladrey, he served as Managing Partner of Donnelly Meiners Jordan Kline, a 60-person CPA firm in Kansas City. Terry believes it’s imperative that practitioners have a clear understanding of their objectives when pursuing a sale of their practice or the merger with, or acquisition of, another practice. “I've seen deals not work or not materialize because one of the parties to the succession plan had not thought through what they really wanted to accomplish. Transition Advisors will make sure the approach to executing your plan will meet your objectives. Because we are consultants and not brokers, we can be much more flexible in helping a firm succeed with its transition plan.”