SFP 73: What firms should know about succession and M&A

Transforming: Tales of Business Evolution · Sep 22, 2022 · 26m

Terrence Putney, CPA, managing director with Whitman Transition Advisors, is among the top advisers on accounting firm mergers nationwide. Over his 44-year career, Putney has been involved with hundreds of accounting firm M&A deals and also co-written more than 20 articles on succession-related issues for the Journal of Accountancy.

In this episode of Small Firm Philosophy, Putney addresses succession and related M&A issues including:

Three trends besides succession that are driving accounting firm M&A

Is the current firm M&A market favoring buyers or sellers?

What small firm partners should…