Instructors Directory > Transition Advisors LLC
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Transition Advisors LLC
(913) 262-8550
www.transitionadvisors.com/

Transition Advisors helps you go through the process of change and solves problems before they come up. The vast experience of our principals, regional advisors and professional staff will be invaluable to you and your partners in moving your practice to the next level. To be clear - we are not brokers. We are professional consultants and advisors with years of experience who stay with you throughout the entire process of transition... hence Transition Advisors! You will also have access to our Additional Services to support your transition. These include but are not limited to valuations, succession plans, mergers, introductions, deal structure options, assistance with negotiations, acquisition and planning assistance, drafting contracts, due diligence support, partner retreats and transition strategies to retain the clients and staff. We are consistently successful in identifying firms in your area that are interested in some type of affiliation including a long or short term succession plan, outright sale, upstream merger, seeking to grow through a merger or acquisition, or a staged transition or mergers of firms with younger partners, and, or niches, who can strengthen your internal succession team and firm. We also identify firms not in your area who want to be! We are consultants who can provide transition strategies when you are ready to take the next step in growing your firm, interested in moving to the next level, or slowly taking more time off to enjoy life, or many other avenues of change to meet your life style and work style. We hope you will view the other pages on our website, Buyers, Sellers, Internal Succession, or Mergers, which have a great deal of practical information, as well as our FREE Reports and Case Studies about the changing accounting practice profession. With Transition Advisors you get timely, accurate and helpful assistance from the beginning of the deal, throughout the negotiations until the very end of the process. We encourage you to call upon us and request a visit with one of our regional directors to discuss what could be one of the most important decisions of your business and personal life. Highest References available.

Archived Webinars

SUCCESSION PLANNING AND ALTERNATIVE DEAL STRUCTURES
Recorded Date November 2, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
VALUING YOUR ACCOUNTING FIRM IN 2021
Recorded Date July 15, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Finance  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
TRENDS IN M&A OF CPA FIRMS: INCLUDING THE IMPACT OF COVID-19
Recorded Date January 21, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
SUCCESSION PLANNING FOR CPA FIRMS
Recorded Date January 13, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
5 MAIN VARIABLES WHEN VALUING A CPA PRACTICE FOR EXTERNAL AND INTERNAL SALES
Recorded Date November 18, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
HOW THE COVID-19 ECONOMY MAY IMPACT MERGERS & ACQUISITIONS OF CPA FIRMS
Recorded Date September 22, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
HOW TAX SEASON IMPACTS M&A
Recorded Date January 14, 2016  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Practice Management (Management Advisory Services)  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
KEYS TO YOUR PARTNERSHIP AGREEMENT
Recorded Date November 19, 2015  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Practice Management (Management Advisory Services)  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
MERGERS: HOW, WHY, WHEN AND WITH WHOM
Recorded Date September 15, 2015  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Practice Management (Management Advisory Services)  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
GROWING YOUR FIRM THROUGH NEW PRACTICE NICHES
Recorded Date August 12, 2015  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Practice Management (Management Advisory Services)  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
VALUING ACCOUNTING FIRMS FOR EXTERNAL AND INTERNAL SALES
Recorded Date July 21, 2015  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Practice Management (Management Advisory Services)  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
INTERNAL SUCCESSION READINESS ASSESSMENTS
Recorded Date June 25, 2015  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Practice Management (Management Advisory Services)  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
SUCCESSION PLANNING USING SALES AND MERGERS
Recorded Date May 20, 2015  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Practice Management (Management Advisory Services)  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
KEYS TO TRANSITIONING/RETAINING CLIENTS AND STAFF THROUGH A MERGER/ACQUISITION
Recorded Date January 15, 2015  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Practice Management (Management Advisory Services)  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
THE SEVEN STEPS TO MAKE YOUR MERGER OR ACQUISITION OCCUR
Recorded Date September 25, 2014  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Practice Management (Management Advisory Services)  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
UNDERSTANDING WHAT YOUR PARTNERSHIP AGREEMENT SHOULD INCLUDE
Recorded Date August 12, 2014  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Practice Management (Management Advisory Services)  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
HOW TO VALUE YOUR ACCOUNTING PRACTICE
Recorded Date June 24, 2014  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Practice Management (Management Advisory Services)  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
TAX SEASON IMPLICATIONS FOR M&A OF ACCOUNTING FIRMS
Recorded Date January 9, 2014  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Practice Management (Management Advisory Services)  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
MERGERS OF ACCOUNTING FIRMS: AVOIDING THE ROADBLOCKS / UNDERSTANDING THE MARKET
Recorded Date November 13, 2013  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Practice Management (Management Advisory Services)  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
BUYING OUT RETIRING PARTNERS
Recorded Date July 17, 2013  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Practice Management (Management Advisory Services)  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other