Transition Advisors -- Leading CPAs Through Transition With Succession and M&A Strategies

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
recent mergers:

In Irvine, CA, Liptz & Associates, Inc merged into
Hinton, Kreditor & Gronroos, LLP.

In Chicago, IL, Levinson Simon Hein & Bilkey, P.C. merged into Calibre CPA Group.

Top Three Challenges in CPA Firms

The CPA Consultants' Alliance (CPACA) identified the top three challenges in CPA firms at their annual meeting last month. Transition Advisors' CEO
Terry Putney is part of this working group of thought
leaders. Read more about the CPACA 2nd Annual
Meeting in this press release.

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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