Transition Advisors and Whitman Enterprise Advisors introduced that they’ve merged to kind Whitman Transition Advisors, efficient instantly, creating the biggest M&A and consulting group centered solely on CPA companies within the nation.

Agency companies will embody mergers & acquisitions, expertise acquisition, proprietor succession consulting, associate retreats and enterprise advisory service choices.

The brand new agency can even be aligned with the C-Suite IMPACT Group of firms, which affords extra companies in M&A, recruiting, and fractional CFO companies to privately held enterprise shoppers of CPA companies.

“Not solely does this merger create a strong answer for accounting companies in search of development and succession by means of mergers, however the affiliation with Whitman Enterprise Advisors and C-Suite IMPACT permits us to supply a fair larger vary of options to our shoppers in at the moment’s ultra-competitive and dynamic atmosphere,” stated Terry Putney, CEO of Transition Advisors, in a press release.

Philip Whitman will function CEO and president of WTA. Joel Sinkin (pictured) and Terry Putney, the 2 principals of Transition Advisors, will each function companions of WTA. Sinkin and Putney have been recurrently featured on Accounting At present’s High 100 Most Influential Folks in Accounting record.

Joel Sinkin

“I’ve recognized Phil Whitman for over 20 years. Though we’ve got been pleasant rivals all these years, I knew at the back of my thoughts the chance to mix forces would make sense sooner or later” stated Sinkin, president of Transition Advisors, in a press release.

“Transition Advisors has lengthy been often known as a go-to supply for companies in search of strategic options for development and succession by means of mergers & acquisitions in addition to inside planning. We’re excited to be becoming a member of forces,” added Phil Whitman, president and CEO of Whitman Enterprise Advisors, in a press release.

The Transition Advisors workforce of consultants, which incorporates Invoice Carlino (a former editor-in-chief of Accounting At present), Nancy Egan, Russ Greatest, Mark Basinski, and Kay Conklin, will be a part of the Whitman Transition Advisors’ workforce, which incorporates David Wolfskehl, Walter Brasch Rick Fisher, Jeff Kraft, Don Leavy, Kim Nguyen, Dick Shippee, Barry Wagman, and Marc Horowitz.

A proper announcement of the merger will probably be introduced reside on LinkedIn at 9am EST on Jan. 24 right here.

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