Accounting Transition Advisors, LLC

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Joel L. Sinkin, President-Connecticut-Maryland-Massachusetts-New Hampshire-Virginia jsinkin@transitionadvisors.com Since 1990, Joel Sinkin has personally been involved with and consulted on over 700 transaction closings of accounting firms from coast to coast. Joel has taught and advised accounting professionals about Mergers & Acquisitions through CPE, professional writing, workshops, web casts and coaching programs on behalf of the American Institute of Certified Public Accountants, national associations, and state societies. He has worked with thousands of firms including start-ups, sole proprietors, local, regional, and national firms. Joel believes that the needs of the parties in every merger and acquisition are unique and successful execution requires a thorough understanding of each party’s objectives. The chemistry between the partners in the two firms is a key component to making the deal work. “A good deal is a fair deal. I also believe it’s beneficial to both parties for retiring practitioners to transition at a pace that meets their clients’ needs and is consistent with their personal plans. The best deals are win-win propositions.” Terrence E. Putney, CPA, CEO tputney@transitionadvisors.com Terry has over 25 years experience in the CPA profession. For six years, he was Managing Director-Mergers and Acquisitions for RSM McGladrey, the fifth largest accounting firm nationally, and held several executive positions with its corporate parent. He structured and negotiated many transactions resulting in the acquisition of accounting and consulting firms ranging in size from sole proprietors to firms with hundreds of professionals and multi-state operations. Prior to joining McGladrey, Terry was the Managing Partner of Donnelly Meiners Jordan Kline, a 60 associate CPA firm in Kansas City. Terry thinks it is imperative that practitioners have a clear understanding of their objectives when pursuing a sale of their practice or the merger with or acquisition of another practice. “I've seen deals not work or not materialize because one of the parties to the succession plan had not thought through what they really wanted to accomplish. Accounting Transition Advisors will make sure the approach to executing your plan will meet your objectives. Because we are consultants and not brokers, we can be much more flexible in helping a firm succeed with its transition plan.” Ira Rosenbloom, CPA, COE-New Jersey-Philadelphia irosenbloom@transitionadvisors.com As the Chief Operating Executive of the Mid-Atlantic region of ATA, Ira has the unique perspective of someone who has achieved success as an entrepreneur leading a mid-size accounting firm, as a practice director in the corporate environment of a top-20 firm and most recently, as a sought after consultant advising on practice management solutions.

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