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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
    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
    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
    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
    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
    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
    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
    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
    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
    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
    July 21
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© 2025 Arizent. All rights reserved.
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