CPAmerica, Inc. has announced that Transition Advisors, LLC is a new preferred consultant for the association. Transition Advisors specializes in advising managing partners who are actively pursuing growth and succession strategies, including expert advice on mergers and acquisitions.
This new relationship will provide CPAmerica members exclusive arrangements, like consultation on planning for growth through mergers and acquisitions, tailored services to meet unique needs, and facilitated virtual roundtables and CPE webinars on topics like assessment and/or restructure of an owner agreement, tactics for buyout of retiring partners and admitting new partners.
“I am thrilled we have taken our relationship with CPAmerica to the next level,” said Terry Putney, CEO of Transition Advisors. “We have teamed with CPAmerica on several projects in the past and have seen first-hand their commitment to supplying their members with valuable and up to date information such as industry metrics and professional benchmarks.”
“On behalf of Terry Putney, myself and our entire team of professionals, we are delighted to forge this heightened relationship with CPAmerica and their member firms,” echoed Joel Sinkin, president of Transition Advisors. “We look forward to assisting their membership on growth and succession strategies through M&A as well as consulting engagements on internal succession and merger readiness.”
Transition Advisors, LLC is one of more than 50 preferred providers and consultants of CPAmerica, Inc.
“We welcome Transition Advisors as a new preferred consultant for the association,” said Alan Deichler, president of CPAmerica. “CPAmerica preferred providers and consultants must go through a stringent approval process in order to get the seal of approval from the membership.”