Terry Putney

CEO

Terry 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.

M&A

What’s driving upstream mergers?

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

By Terry Putney

June 3
Partnership buyouts

Why is your firm worth less than you think?

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

By Terry Putney

March 11
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

December 17
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 Terry Putney

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 Terry Putney

September 10
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 Terry Putney

August 13
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 Terry Putney

July 9
M&A

The emotional side of firm M&A

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

By Joel Sinkin

July 21