Transition Advisors, LLC Information

Transition Advisors, provides merger and acquisition consulting services for and between public accounting firms across the country. We are consultants who provide transition strategies when you are ready to take the next step in growing your firm or are slowly taking more time off to enjoy life. We develop customized solutions for firms pursuing expansion through merger, acquisition or internal succession strategies. And because we are not merely brokers, we stay with you through the entire process of transition. Our professional consultants and advisors create high value outcomes by locating buyers and sellers, structuring acquisition and merger transactions, supporting the M&A process through valuation and due diligence and assisting clients post-transaction to maximize retention of clients and staff. Our principals Joel Sinkin and Terrence Putney have personally consulted on more than 1,000 accounting firm deal closings. We are considered the country's foremost M&A, growth and succession experts, thanks to our unique approach and unmatched experience. It’s for these reasons that national organizations and state societies turn to us for expertise, including teaching CPE. And because we are registered through NASBA, we also offer our own monthly webinars. More information, including a list of upcoming CPE and free access to our extensive library of articles and case studies, can be found on our website: www.transitionadvisors.com