November 6, 2022

“I started working with Transition Advisors when my firm, and our partners, were considering a new strategic direction. Joel Sinkin and Bill Carlino helped us understand the marketplace, assess our value, evaluate various deal structures, create strategies to retain clients and staff, and identify merger candidate firms that would provide us with what we needed. We were seeking back up, support, professional & financial growth, and long term succession for our partners as well as a secure future for our staff and clients. Through the relationship we developed with Transition Advisors we were able to meet all of our objectives and merge with a well-respected firm with the utmost quality and integrity. I highly recommend Transition Advisors as a solution for firms seeking help with M & A and succession issues.”