Bill Carlino
Member Since: May 7th 2015
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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
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
Jan 25th 2017
Common M&A Roadblocks Your Firm Can Avoid
Congratulations! You’ve determined that the succession planning solution or growth strategy for your practice lies via a merger and you’ve...
Growth
Jan 20th 2017
How to Overcome Succession Planning Fears
There are a number of reasons behind the rampant procrastination of CPA firm owners regarding succession planning, but arguably none...
Growth
Jan 12th 2017
Exit Strategies for Firm Owners: What’s the Right One for Me?
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...
Growth