Joel_Sinkin

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

Appearances

  • Thumbnail for M & A of CPA Firms Trends
    Identification
    PST20NL01
    Date
    June 9, 2020
    Is 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

    Speaker Image for Joel Sinkin
    President, Transition Advisors, LLC
  • Thumbnail for Ecosystem of M&A from an Operational Perspective
    Identification
    A21
    Date
    June 9, 2015
    When 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

    Speaker Image for Joel Sinkin
    President, Transition Advisors, LLC
    $29
    Standard Price
  • Thumbnail for Valuing Your Accounting Firm in 2011's Economy
    Identification
    5
    Date
    June 13, 2011

    Speaker

    Speaker Image for Joel Sinkin
    President, Transition Advisors, LLC
  • Thumbnail for Valuing Your Accounting Firm in 2011's Economy
    Identification
    5
    Date
    June 13, 2011
    C

    Speaker

    Speaker Image for Joel Sinkin
    President, Transition Advisors, LLC
  • Thumbnail for Merger & Acquisition of Accounting Firms - The Art of the Deal
    Identification
    P35
    Date
    June 11, 2013
    How 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

    Speaker Image for Joel Sinkin
    President, Transition Advisors, LLC
  • Thumbnail for Ecosystem of M&A - all perspectives (include the why)
    Identification
    P37
    Date
    June 10, 2015
    What 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

    Speaker Image for Joel Sinkin
    President, Transition Advisors, LLC
    $29
    Standard Price
  • Thumbnail for How to value your firm when selling externally and when selling to your partners
    Identification
    WEB140121
    Date
    January 21, 2014
    For many, their accounting firm is one of the strongest assets they own…

    Speaker

    Speaker Image for Joel Sinkin
    President, Transition Advisors, LLC
  • Thumbnail for How to value an accounting firm for Sole Owners/Small Firms
    Identification
    WEB140123
    Date
    January 23, 2014
    The 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

    Speaker Image for Joel Sinkin
    President, Transition Advisors, LLC
  • Thumbnail for Making a Merger or Acquisition Happen & Roadblocks to Avoid
    Identification
    33
    Date
    June 6, 2016
    This 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

    Speaker Image for Joel Sinkin
    President, Transition Advisors, LLC
    $29
    Standard Price
  • Thumbnail for CPA Firms M&A, Part 1: Succession and Growth Strategies - Alternative Deal Structures
    Identification
    PS1723
    Date
    June 14, 2017
    * Is it a buyers or sellers marketplace?

    Speaker

    Speaker Image for Joel Sinkin
    President, Transition Advisors, LLC
    $49
    Standard Price
  • Thumbnail for CPA Firms M&A, Part 2: Valuing Your Firm - Keys to Retaining the Clients
    Identification
    PS1726
    Date
    June 14, 2017
    * Valuing your firm when selling to an external buyer; what is the multiple

    Speaker

    Speaker Image for Joel Sinkin
    President, Transition Advisors, LLC
    $49
    Standard Price
  • Thumbnail for Lunch & Learn: Succession Planning and Valuing an Accounting Firm
    Identification
    PST18NL01
    Date
    June 12, 2018
    If you are buying or seeking succession, this session is for you…

    Speaker

    Speaker Image for Joel Sinkin
    President, Transition Advisors, LLC
    $49
    Standard Price
  • Thumbnail for Market Trends in M&A
    Identification
    PST1833
    Date
    June 13, 2018
    The 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

    Speaker Image for Joel Sinkin
    President, Transition Advisors, LLC
    $49
    Standard Price
  • Thumbnail for Key Concepts Your Ownership Agreements Should Include & Trends
    Identification
    PST1838
    Date
    June 13, 2018
    What 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

    Speaker Image for Joel Sinkin
    President, Transition Advisors, LLC
    $49
    Standard Price
  • Thumbnail for M & A Trends and 5 Key Variables to Value an Accounting Firm
    Identification
    PST1910
    Date
    June 11, 2019
    Is 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

    Speaker Image for Joel Sinkin
    President, Transition Advisors, LLC
    $49
    Standard Price
  • Thumbnail for PST2105. Trends in 2021 CPA M & A and how the pandemic changed the marketplace
    Identification
    PST2105
    Date
    July 27, 2021
    This 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

    Speaker Image for Joel Sinkin
    President, Transition Advisors, LLC
    $49
    Standard Price

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