We’re really pleased to announce that Whitman Transition Advisor, Bill Carlino, will be a featured presenter at this year’s AccountingWeb Growth Conference in San Diego.

Bill’s session – Ready to Move On? How Leaders Approach Succession Planning – is on Day ONE of the conference – Tuesday, May 10, 01:45 PM – 02:35 PM

Succession planning is often viewed as one of the most critical issues facing the accounting profession today. Yet, shockingly, more than 50 percent of small CPA firms have no formal succession plan in place. With no succession roadmap, firm owners are frequently faced with two alternatives: a hastily arranged merger under unfavorable terms or turning out the lights for good. Bill Carlino of Whitman Transition Advisors explains how to make sure you don’t wind up in this situation.
Learning Objectives:
  • How to determine whether your firm’s succession plan lies internally or externally
  • How to select the right successor and how to value your firm when selling internally to a partner
  • The four critical C’s of a successful merger

Learn more about the conference here.