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Putney-Terry-Transition Advisors

Terrence Putney

CEO

Terrence Putney, CPA, is the CEO of Transition Advisors, which advises accounting firms on M&A, sales, succession planning, ownership agreements and more. Reach him at (866) 279-8550 or tputney@transitionadvisors.com.

  • biden-joe-curtains.jpg
    Practice management
    Are non-compete agreements now unenforceable?

    A presidential executive order raises questions about a tool that accounting firms often rely on.

    By Terrence Putney and Joel Sinkin
    July 26
  • p1961k917mvcr16q1h87gvg1a4fa.jpg
    M&A
    What’s hot and what’s not in firm M&A

    Advisory and consulting services are in, tax practices are out.

    By Terrence Putney and Joel Sinkin
    April 21
  • AT-052819-Service area growth rates
    M&A
    What’s driving upstream mergers?

    More and more, it’s the demands of technology and the move to advisory services.

    By Terrence Putney and Joel Sinkin
    June 3
  • Partnership agreement
    Why is your firm worth less than you think?

    Internal valuations are usually lower than external ones for these four reasons.

    By Terrence Putney and Joel Sinkin
    March 11
  • AT-081919-M&A plans 2019
    M&A
    Five variables when valuing a small firm

    Making the right deal depends on much more than the just the mulitple.

    By Joel Sinkin and Terrence Putney
    December 17
  • CPA firm revenue share from mergers
    M&A
    Making 2+2=5 in a merger

    Five factors to consider in evaluating the profitability of a target firm for M&A.

    By Terrence Putney and Joel Sinkin
    October 29
  • Partnership agreement
    Four items that should be in every firm’s ownership agreement

    Payout caps, retirement notification notices, client transition plans and sensible buyout plans are a must for any accounting firm.

    By Terrence Putney and Joel Sinkin
    September 10
  • AT-080918-Firms with succession plans in 2018
    Partnerships
    The flawed economics of admitting new partners

    New methods of allocation value in the firm may help overcome hurdles in expanding a partnership.

    By Terrence Putney and Joel Sinkin
    August 13
  • AT-112017-Merger Plans
    M&A
    5 ways to beautify your firm for M&A

    A handful of things you can do to make your firm more attractive to a potential successor.

    By Terrence Putney and Joel Sinkin
    July 9
  • AT-072017-MergerExpectations
    M&A
    The emotional side of firm M&A

    It isn’t always the numbers that sink a combination.

    By Joel Sinkin and Terrence Putney
    July 21
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© 2026 Arizent. All rights reserved.
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© 2026 Arizent. All rights reserved.