Bill Carlino

Member Since: May 7th 2015

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Bio

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.

Bill Carlino

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

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Is Your Firm 'Merger-Ready'?

Succession Planning and M&A During COVID

How to Properly Value Your CPA Firm

Is Your Firm Merger-Ready?

Why Firms Need a Post-Merger Integration Plan

The 7 M&A Steps Your Firm Needs to Know

The Evolution of the One Firm Client Practice

Getting Your Firm Ready for a Merger in 2018

Why the Spike in Non-Traditional Firm Mergers?

Unwinding the Marriage: The Case for a De-Merger Agreement

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