Tavi Meketon

Senior VP, Strategy & Education Tavi has strategic expertise focused on driving growth and directing organizational initiatives across multiple environments by creating and implementing effective solutions that are aligned with long-term objectives. Highlights: Drove a 42% revenue increase over an eight-year period by creating and implementing a strategic plan focused on comprehensive and consultative financial […]

Kay Conklin

Business Development Manager Kay comes to Whitman Transition Advisors with extensive experience in sales and customer service. She spent 30 years in a variety of key account management and business development positions in the video distribution industry. Kay has won numerous awards on a regional and national level, and is a recognized leader in portfolio […]

Nancy Egan

Managing Director Nancy has extensive financial, technical, and strategic sales and consulting experience.  She began her career as a financial analyst in the banking and chemical industries, evaluating capital investments and preparing earnings and cash flow forecasts.  Nancy later joined a software firm as a client services manager, supporting their financial clients and later became […]

Russell P. Best

Managing Director Russ Best has logged more than three decades in the consulting sector across a broad range of industries and disciplines including M&A, strategic business planning, and Information Technology. Prior to joining Whitman Transition Advisors, Russ was a principal with Merger and Acquisition Services, a national firm that assists companies with transition through the […]

Bill Carlino

Managing Director Bill Carlino joined Transition Advisors as Managing Director of National Consulting Services after serving for nearly 12 years as editor-in-chief and editorial director of Accounting Today and AccountingToday.com, where he was responsible for all content both in print and online. During his tenure as editor, Accounting Today won a number of financial journalism […]

Terrence E. Putney

Managing Director Terry has more than 42 years of experience in the CPA profession. For six years, he served as Managing Director – Mergers & Acquisitions for RSM McGladrey (now RSM US), the country’s fifth-largest accounting firm and held several executive posts with its then corporate parent, H&R Block. At RSM McGladrey, he structured and […]

Joel L. Sinkin

Partner Joel Sinkin has been involved with and consulted on 900+ transaction closings of accounting firms since 1990 and was named one of the Top 100 Most Influential People in Accounting in 2012, 2013, 2014, 2015, 2016, 2017, 2018 and 2019 by Accounting Today. He teaches CPE courses and lectures for the American Institute of […]

Marc J. Horowitz, CPA

Managing Director Marc is a seasoned senior financial executive with over 30 years of experience. Going the extra mile for his clients to achieve their goals and attain the best result possible. An active CPA since 1991 and experienced multi-industry diversified C-Suite Financial Executive. Marc knows how to deliver value and drive for results. His […]

Tony Zecca

Senior Managing Director, POWER Consulting Tony’s strong strategic, growth & financial skills coupled with his 13-year success as National Managing Partner of a large consulting group allows him to bring a unique and strong skill set to any project. His work with accounting firms, technology companies and other professional service firms (ranging in size from […]

Richard Fisher, CPA, SHRM-SCP, SPHR

Managing Director Rick was the Partner-in-Charge of a top twenty CPA firm for over thirty years. Rick is a CPA, and a SHRM-SCP with over forty years of diversified experience in accounting, finance and human resources. During that period, Rick had a unique combination of responsibilities including recruiting, mentoring, compensation strategies, development of personnel policies, […]