| 2016 | ||
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How Tax Season Impacts M&A Joel Sinkin: Transition Advisors, LLC |
Thursday, January 14, 2016 | |
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Succession Planning and M&A Joel Sinkin: International Federation of Accountants (New York, NY) |
Tuesday, March 22, 2016 | |
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Valuing Multi-Parnter Accounting Firms Joel Sinkin: Transition Advisors, LLC |
Thursday, May 19, 2016 | |
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Valuing Small Accounting Firms Joel Sinkin: Transition Advisors, LLC |
Thursday, May 19, 2016 | |
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Succession Planning Joel Sinkin: Paycor (CPA Web Summit) |
Wednesday, May 25, 2016 | |
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How to Go About Making a Merger or Acquisition Happen & Roadblocks to Avoid Joel Sinkin: AICPA (Practitioners Symposium and TECH+ Conference) |
Monday, June 6, 2016 | |
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Buying Out Retiring Partners Terry Putney: Transition Advisors, LLC |
Thursday, June 9, 2016 | |
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Preparing Your Firm to Grow through M&A Terry Putney: Transition Advisors, LLC |
Thursday, June 23, 2016 | |
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The Art of Your Deal Joel Sinkin: Transition Advisors, LLC |
Thursday, July 7, 2016 | 2:00 PM – 3:00 PM (eastern) |
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How to Structure Your Parntership Agreement Terry Putney: Transition Advisors, LLC |
Thursday, July 21, 2016 | 2:00 PM – 3:00 PM (eastern) |
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Growing Your Firm Through New Practice Niches Bill Carlino: Transition Advisors, LLC |
Thursday, August 4, 2016 | 2:00 PM – 3:00 PM (eastern) |
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Preparing Your Firm for an Upstream Merger Terry Putney: Transition Advisors, LLC |
Thursday, August 18, 2016 | 2:00 PM – 3:00 PM (eastern) |
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Succession Planning: Alternative Deal Structures Joel Sinkin: Transition Advisors, LLC |
Wednesday, September 7, 2016 | 2:00 PM – 3:00 PM (eastern) |
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Preparing Your Firm to Grow through M&A Terry Putney: Transition Advisors, LLC |
Thursday, September 29, 2016 | 2:00 PM – 3:00 PM (eastern) |
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Admitting New Partners Terry Putney: Transition Advisors, LLC |
Thursday, October 6, 2016 | 2:00 PM – 3:00 PM (eastern) |
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Succession Planning for Accounting Firms Marcia Miller: Wolters Kluwer (CCH Connections User Conference) |
Monday, October 24, 2016 | 10:20 AM- 12:00 PM & 2:20 PM – 3:00 PM (eastern) |
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Succession Planning and Valuing Your Firm Joel Sinkin: Transition Advisors, LLC |
Thursday, October 27, 2016 | 2:00 PM – 3:40 PM (eastern) |
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Deferred Compensation/Ownership Agreements Terry Putney: AICPA New Firm CEO Meeting |
Monday, October 31, 2016 | |
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Succession Planning Terry Putney & Joel Sinkin: AICPA Large Firm Group |
Tuesday, November 1, 2016 | |
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Preparing Your Firm for an Upstream Merger Terry Putney: Transition Advisors, LLC |
Thursday, November 10, 2016 | 2:00 PM – 3:00 PM (eastern) |
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2016 Roadmap to Succession Planning for Firms in the Southeastern U.S. Marcia Miller: Transition Advisors, LLC |
Thursday, November 10, 2016 | 4:00 PM – 5:00 PM (eastern) |
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The Urge to Merge: How, Why, When and With Whom Terry Putney: Transition Advisors, LLC |
Thursday, December 15, 2016 | 2:00 PM – 3:00 PM (eastern) |
Leading CPAs Through Transition With Succession and M & A Strategies
Transition Advisors LLC., are experts in consulting for the accounting profession. We specialize in advising managing partners who are actively pursuing growth and succession strategies including expert advice on mergers & acquisitions.
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