Bill Carlino

Member Since: May 7th 2015
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Bill Carlino serves as managing director at Whitman Transition Advisors, a national full-service consulting firm specializing in ownership and succession issues including M&A.
Managing Director Whitman Transition Advisors
Apr 29th 2022
Is Your Firm 'Merger-Ready'?
Over the past several years, there have been roughly 1,500 mergers of CPA firms, and those are just the ones that have garnered headlines...
Practice
Nov 13th 2020
Succession Planning and M&A During COVID
Considering the current climate and any succession planning therein, it would be a challenge to close on an M&A transaction that began...
Growth
Dec 2nd 2019
How to Properly Value Your CPA Firm
In the almost 30 years we’ve been helping CPA firms with succession issues inarguably the most frequent questions we get asked are: What’s...
Growth
Jan 30th 2019
Is Your Firm Merger-Ready?
Over the past several years, there have been roughly 700 mergers of accounting firms and those, for the most part, are just the ones that...
Growth
Oct 12th 2018
Why Firms Need a Post-Merger Integration Plan
During the negotiation phase of most mergers, buyer and seller firms tend to focus more on deal terms and not enough on what happens after...
Practice Excellence
Aug 1st 2018
The 7 M&A Steps Your Firm Needs to Know
In a merger decision, whether the choice to affiliate with another practice was for succession, growth or new market penetration,...
Growth
Apr 5th 2018
The Evolution of the One Firm Client Practice
As the accounting profession continues to evolve and the impact of encroaching technologies such as blockchain and AI promise to reshape...
Clients
Jan 29th 2018
Getting Your Firm Ready for a Merger in 2018
It’s common wisdom that a home for sale seldom looks better than when it’s ready to be shown to prospective buyers. All those repair and...
Growth
Nov 17th 2017
Why the Spike in Non-Traditional Firm Mergers?
There has long been three avenues of growth in the accounting profession: organic, adding a previously unoffered client service or merging...
Growth
Sep 20th 2017
Unwinding the Marriage: The Case for a De-Merger Agreement
As couples prepare to marry, pre-planning for a divorce is traditionally not part of the process. Newlyweds looking forward to this next...
Practice Excellence