Terry Putney
CEOTerry 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.
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More and more, it’s the demands of technology and the move to advisory services.June 3 -
Internal valuations are usually lower than external ones for these four reasons.March 11
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Making the right deal depends on much more than the just the mulitple.December 17
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Five factors to consider in evaluating the profitability of a target firm for M&A.October 29
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Payout caps, retirement notification notices, client transition plans and sensible buyout plans are a must for any accounting firm.September 10
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New methods of allocation value in the firm may help overcome hurdles in expanding a partnership.August 13
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A handful of things you can do to make your firm more attractive to a potential successor.July 9
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