Market Positioning for Firms Seeking to Sell or Merge Upstream
Join industry experts, Joel Sinkin and Terry Putney of Transitions Advisors, LLC, who have partnered with the AICPA to deliver a series of personalized reports for firms to help them refine their growth and succession strategies.

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Product details

M&A, Succession and Ownership Agreement Assessments

As firms grow and evolve, growth and succession strategies need to change along with the firm. However, many firm leaders have difficulty navigating a highly complex M&A market or defining what a new partner buy-in looks like because they have no experience in these areas. Industry experts, Joel Sinkin and Terry Putney of Transitions Advisors, LLC, have partnered with the AICPA to deliver a series of four personalized reports for firms to help them refine their growth and succession strategies. These reports include:

Report 3: Market Positioning for Firms Seeking to Sell or Merge Upstream

How do you select the right prospective buyer firms with which to talk? What is the value of your firm—in other words, what is the multiple? When should you start to plan your succession or upstream merger? This custom report will include answers to these are more critical questions you should be asking when planning and executing your strategy to sell your firm. Firms will receive a confidential questionnaire to guide Joel and Terry's report and personalize the report to your firm and market. Your report will include a specific recommendation of the type of deal you should pursue and the deal terms you should expect to obtain. You will also receive a guide on the 7 Steps to Executing a Sale of Your Firm, including handy checklists for planning and executing your strategy. In addition, the report will include a debrief call with Joel and Terry to cover the report and highlight any specific opportunity areas that were identified.

This report is available for:

Key Features & Benefits

  • Personalized report based on results from a questionnaire to be submitted by the firm
  • 30-minute debrief call with Joel Sinkin and Terry Putney

Who Will Benefit?

  • CPAs in public practice looking to expand their firm through mergers and acquisitions
  • CPAs in public practice looking to bring new partners into the firm
Ratings and reviews

Terrence E. Putney, CPA

Terry has more than 39 years of experience in the CPA profession. For six years, he served as Managing Director - Mergers & Acquisitions for RSM McGladrey (now RSM US), the country’s fifth-largest accounting firm and held several executive posts with its then corporate parent, H&R Block. At RSM McGladrey, he structured and negotiated several dozen deals resulting in the acquisition of accounting and consulting firms ranging in size from sole proprietors to multi-state firms with hundreds of staff and professionals. Prior to joining RSM McGladrey, he served as Managing Partner of Donnelly Meiners Jordan Kline, a 60-person CPA firm in Kansas City. Terry is a member of the CPA Consultants' Alliance, a CPA licensed in Missouri, and a member of the Kansas University Accounting and Information Systems Advisory Council. He is a frequent speaker and author to the accounting profession. Terry is a co-founder of Transition Advisors and has been providing consulting to CPA firms since 2004.

Joel L. Sinkin

Joel Sinkin has been involved with and consulted on 900+ transaction closings of accounting firms since 1990 and was named one of the Top 100 Most Influential People in Accounting in 2012, 2013, 2014, 2015, 2016 and 2017 by Accounting Today. He teaches CPE courses and lectures for the American Institute of CPAs, national associations and state societies. He is also frequently quoted in trade magazines, has authored many articles and most recently co-wrote "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. In his more than two decades in the M&A arena, Joel has worked with thousands of firms including start-ups, sole proprietors, local, regional, and national firms.


American Institute of CPAs

The American Institute of CPAs (AICPA) is the world’s largest member association representing the CPA profession, with more than 418,000 members in 143 countries, and a history of serving the public interest since 1887. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting.

The AICPA sets ethical standards for the profession and U.S. auditing standards for private companies, nonprofit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination, and offers specialized credentials for qualified professionals who concentrate on personal financial planning; forensic accounting; business valuation; and information management and technology assurance. With The Chartered Institute of Management Accountants (CIMA), it offers the Chartered Global Management Accountant (CGMA) designation, which sets the global benchmark for quality and recognition in management accounting.

The AICPA and CIMA also make up the Association of International Certified Professional Accountants (the Association), which represents public and management accounting globally, advocating on behalf the public interest and advancing the quality, competency and employability of CPAs, CGMAs and other accounting and finance professionals worldwide.

The AICPA maintains offices in New York, Washington, DC, Durham, NC, and Ewing, NJ.

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