"I started working with Transition Advisors when my firm, and our partners, were considering a new strategic direction. Joel Sinkin and Bill Carlino helped us understand the marketplace, assess our value, evaluate various deal structures, create strategies to retain clients and staff, and identify merger candidate firms that would provide us with what we needed. We were seeking back up, support, professional & financial growth, and long term succession for our partners as well as a secure future for our staff and clients. Through the relationship we developed with Transition Advisors we were able to meet all of our objectives and merge with a well-respected firm with the utmost quality and integrity. I highly recommend Transition Advisors as a solution for firms seeking help with M & A and succession issues."
"Transition Advisors has been a valuable resource for our firm for several years. Our relationship with them started with a firm retreat where they assisted us in developing a plan for long term partner succession, new partner admission, and growth through M & A. Subsequently they identified a firm that was perfectly suited to strengthen our client base in a niche industry we serve. They were instrumental in helping us successfully close that transaction providing hands on support for deal structure, valuation, due diligence, negotiations and a transition plan."
"Our relationship with Transition Advisors has been a key to the development and growth of our firm. We have worked with them for nearly twenty years and have seen our firm nearly triple in size. Joel Sinkin and Terry Putney have brought a unique combination of experience and professionalism to our relationship. I appreciate the fact that they always take the long view of potential transactions and seek the best result for all concerned. They have helped us position ourselves as an attractive firm to merge into as well as assisting in aligning expectations. There is no problem big or small that they cannot provide great advice."
"Our firm is nearing the time when several partners will soon be retiring. Since this is a new experience for our firm we began to take a look at our existing agreements and decided that changes were in order. Because partners have different objectives for their retirement we soon reached an impasse on several key issues. We were at a point where progress had stopped and the path forward was not clear. Transition Advisors was able to come into the process at this point, assess the current positioning of the firm, discuss various points of view with each partner individually and as a group and in the end offer solutions that all of the partners could agree on. Having Transition Advisors, an outside, knowledgeable, independent and unbiased third party come into our process in my opinion was the best move we could have made and allowed our firm to develop employment and shareholder agreements that solidify the financial future of the firm while rewarding the partners upon retirement in a financially responsible manner. This was a fantastic experience for our firm and we will be calling upon Transition Advisors in the future."
"Almost 10 years ago we first started working with Joel Sinkin for the right way to merge a new partner into our firm. That led to working with Joel and his team to restructure our partner agreement. Transition Advisors has and continues to assist us with merger opportunities. Their specialized knowledge has helped us immeasurably in making the right decisions for our firm's and partners' futures. They have truly been our go to source for anything related to partnership agreement and M & A."
"Transition Advisors has been a valuable resource for our firm for several years. They have helped us successfully close several mergers and acquisitions, enabling us to grow our head office as well as expand into additional geographic markets. In addition to introducing us to terrific opportunities, Transition Advisors helps in the valuation of a merger candidate and manages the expectations of those candidates during the process, to assure a smoother transition and minimize unexpected roadblocks. We look forward to continuing our relationship with Transition Advisors and consider them to be an important part of our team."
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