Sample: M&A Resource Video Library

Sample: M&A Resource Video Library

Sample: M&A Resource Video Library Transition Advisors, in its role to provide support to CPA Leadership Institute members with educational material, has created this Resource Center to address important topics such as:
  • Valuing an Accounting Firm
  • Succession
  • Ownership Agreements
  • Trends in M & A
  • Alternative deal structures
  • Merging an Accounting Firm
  • Due Diligence and Transition Planning
The economic environment and the accounting profession are fluid, dynamic, and ever-changing. This is especially true because of the COVID-19 pandemic. Because some of this material was produced prior to 2020, some of the articles and webinars do not consider the effects of COVID-19 on the marketplace for M & A of accounting firms. Nevertheless, this content remains relevant.

About Transition Advisors- Transition Advisors is a national consulting firm that works exclusively with the accounting profession developing customized solutions surrounding key succession, M & A, and ownership transition issues. They have helped hundreds of CPA firms over the past 30 years execute strategies to grow through M & A, merge to execute succession and other strategic objectives, and develop internal succession plans including the re-engineering of owner agreements.

Joel Sinkin and Terry Putney, CPA have been named to Accounting Today's List of the Top 100 Influential People in Accounting for nine years running. Their team includes Mark Basinski, Russ Best, Bill Carlino, and Nancy Egan all of whom have extensive experience in the accounting profession and with Transition Advisors.
Recordings of Webinars are for informational purposes only and do not offer CPE credit.


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Click for Presentation Slides