In this webinar, Transition Advisors President Joel Sinkin will address:
• The main fears clients have when they hear of a merger
• the keys to your transition plan and the “right” messages to send
Participants can learn:
• How the right deal structure can assist client retention
• The 4 fears clients have and how to overcome them
• Who should get a letter, who a phone call, who a visit
• How long does the process take
Transition Advisors LLC
President
[email protected]
(631) 493-0022
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 and 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:
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. He has had dozens of 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, Best Practices in People Management and many more. Joel co-authored BUYING AND MERGING CPA FIRMS published by PPC.
In 2012, 2013, 2014, 2015, 2016, 2017, 2018, and 2019 Accounting Today named Mr. Sinkin one of the top 100 most influential people in accounting.