We’re delighted to share this podcast interview with our Managing Director, Terry Putney, on the Journal of Accountancy Podcast.


CPA firm partners looking to retire in the next few years need to make sure they have a succession plan in place as soon as possible.

That’s one of the messages shared in the latest episode of the Journal of Accountancy podcast, produced in partnership with the AICPA Private Companies Practice Section’s Small Firm Philosophy podcast.

Listen in as Terrence Putney, CPA, managing director with Whitman Transition Advisors and a leading adviser on accounting firm mergers, discusses succession and related M&A trends with Small Firm Philosophy host Jeff Drew, a manager with PCPS.

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 JofA.

Resources mentioned in the conversation:

What you’ll learn from this episode: