Bill Carlino

Transition Advisors LLC
Managing Director
wcarlino@transitionadvisors.com
(212) 803-8855

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Bill Carlino joined Transition Advisors as Managing Director of National Consulting Services after serving for nearly 12 years as editor-in-chief and editorial director of Accounting Today and AccountingToday.com, where he was responsible for all content both in print and online. During his tenure as editor, Accounting Today won a number of financial journalism awards and was a two-time finalist for the Jesse R. Neal Award, the premier accolade among business-to-business publications. He has been a frequent industry speaker, presenter and panel moderator and has appeared as an expert commentator on such business channels as CNBC, Reuters, Bloomberg, CNN as well as National Public Radio. Prior to assuming the editor’s post at Accounting Today, he spent 12 years covering the restaurant industry as managing editor of Nation’s Restaurant News and two years as a sports and news correspondent with Gannett newspapers in New York.

About Us: Transition Advisors helps you go through the process of change and solves problems before they come up. The vast experience of our principals, regional advisors and professional staff will be invaluable to you and your partners in moving your practice to the next level. To be clear - we are not brokers. We are professional consultants and advisors with years of experience who stay with you throughout the entire process of transition... hence Transition Advisors! You will also have access to our Additional Services to support your transition. These include but are not limited to valuations, succession plans, mergers, introductions, deal structure options, assistance with negotiations, acquisition and planning assistance, drafting contracts, due diligence support, partner retreats and transition strategies to retain the clients and staff. We are consistently successful in identifying firms in your area that are interested in some type of affiliation including a long or short term succession plan, outright sale, upstream merger, seeking to grow through a merger or acquisition, or a staged transition or mergers of firms with younger partners, and, or niches, who can strengthen your internal succession team and firm. We also identify firms not in your area who want to be! We are consultants who can provide transition strategies when you are ready to take the next step in growing your firm, interested in moving to the next level, or slowly taking more time off to enjoy life, or many other avenues of change to meet your life style and work style. We hope you will view the other pages on our website, Buyers, Sellers, Internal Succession, or Mergers, which have a great deal of practical information, as well as our FREE Reports and Case Studies about the changing accounting practice profession. With Transition Advisors you get timely, accurate and helpful assistance from the beginning of the deal, throughout the negotiations until the very end of the process. We encourage you to call upon us and request a visit with one of our regional directors to discuss what could be one of the most important decisions of your business and personal life. Highest References available.

Archived Webinars Offered

GROWING YOUR FIRM THROUGH NEW PRACTICE NICHES

Date RecordedAugust 12, 2015  CostFREE  Course Length1.0 hour  Subject AreaPractice Management (Management Advisory Services)  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other