Leading CPAs Through Transition With
Succession and M & A Strategies
Transition Advisors LLC., are experts in consulting for the accounting profession. We specialize in advising managing partners who are actively pursuing growth and succession strategies including expert advice on mergers & acquisitions.
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Recent Mergers

Transition Advisors proudly assisted in the following
mergers:  

  • In Baltimore, MD, Buchanan & Company, PLLC has joined the firm of Hertzbach & Company, P.A. Read more
  • In Tuscaloosa, AL, JamisonMoneyFarmer PC and Jessup, Ingram, Burns & Associates, LLP have merged. Read more

Sinkin & Putney M&A Book Published by AICPA

Transition Advisors' President and CEO, Joel Sinkin and Terry Putney, have written a book, "CPA Firm Mergers & Acquisitions: How to Buy a Firm, How to Sell a Firm, and How to Make the Best Deal" that was recently published by the AICPA. Read more.


Succession Planning
Have you selected your successor?
Do you have the talent on your bench to execute an internal succession plan? How do you evaluate that and whether you need external help in succession? How do you identify the “right” successor? How do you structure the deal and value the practice? What is the best approach to retain clients and staff? You have the questions…we have the answers.
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M&A
Have you considered a merger as a new opportunity?
The accounting practice landscape has changed over the past few years and this has caused many firms to consider the benefits of merging for growth, succession and more.

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Practice Consulting
Do you ever feel alone in your own practice?
It is never an easy task to face the fact that every day “it’s just not business as usual” and inevitably there is always change going on.

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Contact Us. We have offices throughout North America. 866-279-8550




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2 Galleine Drive | Commack, New York | 11725 | 866-279-8550