Joel Sinkin
President, Transition Advisors, LLC
Joel Sinkin is the President of Transition Advisors, LLC a firm that exclusively consults on growth and succession through Mergers & Acquisitions for Public Accounting Firms. Mr. Sinkin is an expert in practice evaluation, succession planning and transaction structure. He has personally overseen hundreds of transaction closings of accounting firms since 1990. He has worked with firms of all sizes from sole proprietors to large regional and international firms. He consults on internal and external succession planning and provides complete transaction support including valuations, alternative deal structures, documentation, due diligence and transitional issues regarding partners, staff and clients.
Transition Advisors is dedicated to working exclusively with accounting firms nationwide to:
· Develop and execute strategies to expand through mergers and acquisitions
· Identify objectives and create unique methods to facilitate retirement and other transition of owners
· Build business plans and owner agreements to facilitate and manage internal succession
Joel teaches CPE courses and lectures for the AICPA, many State Societies of CPAs, National Accounting Organizations and many other professional organizations. Mr. Sinkin is frequently quoted in trade magazines and has had dozens of articles authored by him and along with his partner Terrence E. Putney, CPA, authored The Succession online book for the AICPA and his third book, written on behalf of the AICPA, CPA Firm Mergers & Acquisitions, How to Buy a Firm, Sell a Firm and How to Make the Best Deal.
Mr. Sinkin fulfilled a personal goal to create a new type of consulting firm that brings a fresh approach to the succession and growth needs of accounting firms and their owners nationally. In 2004, he joined forces with Terrence E. Putney, CPA to form Transition Advisors. In 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020 and 2021 Accounting Today named Mr. Sinkin one of the top 100 most influential people in accounting.
Joel can be reached at 1-866-279-8550; E-Mail: jsinkin@transitionadvisors.com;Web Site: www.transitionadvisors.com
Transition Advisors is dedicated to working exclusively with accounting firms nationwide to:
· Develop and execute strategies to expand through mergers and acquisitions
· Identify objectives and create unique methods to facilitate retirement and other transition of owners
· Build business plans and owner agreements to facilitate and manage internal succession
Joel teaches CPE courses and lectures for the AICPA, many State Societies of CPAs, National Accounting Organizations and many other professional organizations. Mr. Sinkin is frequently quoted in trade magazines and has had dozens of articles authored by him and along with his partner Terrence E. Putney, CPA, authored The Succession online book for the AICPA and his third book, written on behalf of the AICPA, CPA Firm Mergers & Acquisitions, How to Buy a Firm, Sell a Firm and How to Make the Best Deal.
Mr. Sinkin fulfilled a personal goal to create a new type of consulting firm that brings a fresh approach to the succession and growth needs of accounting firms and their owners nationally. In 2004, he joined forces with Terrence E. Putney, CPA to form Transition Advisors. In 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020 and 2021 Accounting Today named Mr. Sinkin one of the top 100 most influential people in accounting.
Joel can be reached at 1-866-279-8550; E-Mail: jsinkin@transitionadvisors.com;Web Site: www.transitionadvisors.com
Appearances
IdentificationPST20NL01DateJune 9, 2020Is it a buyer or seller's marketplace? How do you value an accounting firm when selling externally or to partners in 2020? How do these NON CPA firms such as Cyber Security mergers work? How are most deals structured and what are the new trends regarding firm cultures impacting M & A? If you are th…Speaker
President, Transition Advisors, LLC
IdentificationA21DateJune 9, 2015When integrating practices after a merger, what are the keys to staff and client retention? Understanding the likely critical items that need consideration from an administration perspective in transitioning and integrating the practices post a merger or acquisition…Speaker
President, Transition Advisors, LLC$29Standard Price
Identification5DateJune 13, 2011Speaker
President, Transition Advisors, LLC- Identification5DateJune 13, 2011C
Speaker
President, Transition Advisors, LLC 
IdentificationP35DateJune 11, 2013How do you start the process of a merger or acquisition? What information should you share and when? How do you identify merger/acquisition partners? How long should the process take? What are the roadblocks? These questions and more will be reviewed in the “art of the deal…Speaker
President, Transition Advisors, LLC
IdentificationP37DateJune 10, 2015What are the current and likely near future M & A trends; is it a buyer or seller’s market? What are the typical goals of a merger? How do you structure the deals and value the firms? What are the typical roadblocks?Speaker
President, Transition Advisors, LLC$29Standard Price
IdentificationWEB140121DateJanuary 21, 2014For many, their accounting firm is one of the strongest assets they own…Speaker
President, Transition Advisors, LLC
IdentificationWEB140123DateJanuary 23, 2014The sale of a small firm can be just as emotional as it is professional and financial. Understanding how to determine your firms value will reduce much of the stress. Learn how you can create a succession plan in advance without giving up income or control…Speaker
President, Transition Advisors, LLC
Identification33DateJune 6, 2016This session shall provide attendees a roadmap to follow from introductions through closing your merger or acquisition from the seller, buyer, mergee or mergor perspective…Speaker
President, Transition Advisors, LLC$29Standard Price
IdentificationPS1723DateJune 14, 2017* Is it a buyers or sellers marketplace?Speaker
President, Transition Advisors, LLC$49Standard Price
IdentificationPS1726DateJune 14, 2017* Valuing your firm when selling to an external buyer; what is the multipleSpeaker
President, Transition Advisors, LLC$49Standard Price
IdentificationPST18NL01DateJune 12, 2018If you are buying or seeking succession, this session is for you…Speaker
President, Transition Advisors, LLC$49Standard Price
IdentificationPST1833DateJune 13, 2018The M & A marketplace is rapidly morphing. Is it still and going to be a sellers or buyers marketplace? How are valuations changing? What makes a firm more attractive? How is IT impacting M & A? More future and current trends…Speaker
President, Transition Advisors, LLC$49Standard Price
IdentificationPST1838DateJune 13, 2018What are some of the key items you need to address in your ownership agreement? How do you value ownership interest when buying out partners? What does equity mean? Should you have mandatory retirement? How do we admit new partners? These topics and more will be reviewed in this session…Speaker
President, Transition Advisors, LLC$49Standard Price
IdentificationPST1910DateJune 11, 2019Is it a buyer or seller’s marketplace? What are the latest M & A trends? What are the most utilized deal structures? How can you retain reasonable control, income and autonomy while creating a succession plan? When selling to an external buyer, how do you value an accounting firm in 2019? When sell…Speaker
President, Transition Advisors, LLC$49Standard Price
IdentificationPST2105DateJuly 27, 2021This session will share how COVID has impacted deal structures and practice valuations when selling externally. It will also address whether it is a buyer or seller's marketplace and what the future market may look like…Speaker
President, Transition Advisors, LLC$49Standard Price
