Bill Carlino

Member Since: May 7th 2015

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Bio

Bill Carlino serves as managing director at Transition Advisors, a national full-service consulting firm specializing in ownership and succession issues including M&A.

Bill Carlino

Managing Director Transition Advisors

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

Oct 18th 2016

Firm M&As and the Case of the Great Declining Multiples

Ah, the 1990s! Back then if you were a CPA firm considering a sale as part of your succession plan, you could simply sit back and command...

Growth

Aug 25th 2016

A Blueprint for Succession Failure

When it comes to facing succession and ownership transition within CPA firms, experience has taught me there are two types of practitioners...

Growth

Jun 22nd 2016

Common Misconceptions of Succession Planning

Now that busy season is safely in the rearview mirror, it’s probably sage advice for owners and partners to take a holistic view of their...

Practice Excellence

May 8th 2015

Succession Planning Myths vs. Reality

One of the most frequent questions practitioners ask with regard to succession planning is when should they begin? Ideally, succession...

Practice Excellence

How to Overcome Succession Planning Fears

Exit Strategies for Firm Owners: What’s the Right One for Me?

Firm M&As and the Case of the Great Declining Multiples

A Blueprint for Succession Failure

Common Misconceptions of Succession Planning

Succession Planning Myths vs. Reality

Outsmart Automation by Identifying Firm Strengths

5 Ways to Duplicate Worksheets in Excel

Display Times as Hours/Minutes in Excel

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