Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

Joel Sinkin is the President of Transition Advisors, LLC., a firm that exclusively consults on Mergers & Acquisitions for public accounting firms. He is an expert in practice evaluation, succession planning and transaction structure. He has personally overseen 900+ transaction closings of accounting firms since 1990 and was named one of the Top 100 Most Influential People in Accounting from 2012 - 2015 by Accounting Today. He has worked with firms of all sizes from sole proprietors to large regional and international firms. He consults on internal and external succession planning and provides complete transaction support including valuations, alternative deal structures, documentation, due diligence and transitional issues regarding partners, staff and clients.

Transition Advisors is dedicated to working exclusively with accounting firms nationwide to:
• Develop and execute strategies to expand through mergers and acquisitions
• Identify objectives and create unique methods to facilitate retirement and other transition of owners
• Build business plans and owner agreements to facilitate and manage internal succession

He teaches CPE courses and lectures for the AICPA, many State Societies of CPAs and National Accounting Organizations. Joel is also frequently quoted in trade magazines and has authored articles for The Journal of Accountancy, Accounting Today, The CPA Journal, Inside Public Accounting, and other publications. He co-authored "Guide to Buying and Merging CPA Firms"​ published by PPC and "CPA Firm Mergers & Acquisitions: How to Buy a Firm, How to Sell a Firm, and How to Make the Best Deal" published by the AICPA.

Joel is also an editorial advisor to the AICPA’s newsletter Small Firm Solutions. In 2004, he fulfilled a personal goal to create a new type of consulting firm that brings a fresh approach to the succession and growth needs of accounting firms and their owners nationally by joining forces with Terrence E. Putney, CPA to form Transition Advisors

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Category:Accounting,accountant,CPA -- posted at: 9:21am EST