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Bill Carlino serves as managing director at Transition Advisors, a national full-service consulting firm specializing in ownership and succession issues including M&A.
Managing Director
Transition Advisors
Jan 30th 2019
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...
Oct 12th 2018
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...
Aug 1st 2018
In a merger decision, whether the choice to affiliate with another practice was for succession, growth or new market penetration,...
Apr 5th 2018
As the accounting profession continues to evolve and the impact of encroaching technologies such as blockchain and AI promise to reshape...
Jan 29th 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...
Nov 17th 2017
There has long been three avenues of growth in the accounting profession: organic, adding a previously unoffered client service or merging...
Sep 20th 2017
As couples prepare to marry, pre-planning for a divorce is traditionally not part of the process. Newlyweds looking forward to this next...
Jan 25th 2017
Congratulations! You’ve determined that the succession planning solution or growth strategy for your practice lies via a merger and you’ve...
Jan 20th 2017
There are a number of reasons behind the rampant procrastination of CPA firm owners regarding succession planning, but arguably none...
Jan 12th 2017
For many owners of small to midsized CPA firms, succession is often treated as the elephant in the room – they know it’s there but do their...