This program will go into a number of different approaches to deal structure.
In this webinar, Transition Advisors President Joel Sinkin will address:
• How sellers put your succession solution in place without losing current income and control over your practice
• How firms merging upstream can deal with multi-partner situations where one partner needs an immediate sale, one needs succession in just a few years, and others are seeking a long term career with the successor firm
• The best way for firms to maximize retention of clients.
• Managing equity allocations, compensation and buyouts in mergers
• How to deal with special situations and unique circumstances
Identify different structures for merger and acquisition deals, and determine best practices when entering into different types of deals.
Joel Sinkin is the President of Transition Advisors, LLC a firm that exclusively consults on Mergers & Acquisitions for Public Accounting Firms. Mr. Sinkin is an expert in practice evaluation, succession planning and transaction structure. He has personally overseen hundreds of transaction closings of accounting firms since 1990. 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. Joel teaches CPE courses and lectures for the AICPA, many State Societies of CPAs, National Accounting Organizations and many other professional organizations. Mr. Sinkin is frequently quoted in trade magazines and has had articles authored by him or about him published in The Journal of Accountancy, Accounting Today, CCH, The CPA Journal, Insight, The Practicing CPA, The Practical Accountant, Inside Public Accounting, CPA Practice Management Forum, The New Jersey CPA, The Sum News, The Diplomat, Florida CPA Today, The Business Journal, The MNCPA Footnote, The Asset, CPA Leadership Report, CPA Wealth Provider, & Best Practices in People Management (a Watson Wyatt publishing product) and many more. Joel co-authored BUYING AND MERGING CPA FIRMS published by PPC. Mr. Sinkin is an editorial advisor to the AICPA’s newsletter Small Firm Solution and a member of The CPA Journal Editorial Review Board. Recently Mr. Sinkin 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. In 2004, he joined forces with Terrence E. Putney, CPA to form Transition Advisors. Mr. Sinkin has been named one of the top 100 most influential people in accounting by Accounting Today in 2012, 2013, 2014 and 2015.
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