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Whitman Transition Advisors We understand the needs of your CPA firm.
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Whitman Transition Advisors is excited to announce that Bill Carlino, one of their advisors, will be a featured presenter at the upcoming AccountingWeb Growth Conference in San Diego. Bill's session, titled Ready to Move On? How Leaders Approach Succession Planning, will be held on Tuesday, May 10, from 01:45 PM to 02:35 PM. Succession planning is a crucial issue for the accounting profession, yet more than 50 percent of small CPA firms lack a formal plan.
This leaves firm owners with limited options: a rushed merger or closing down entirely. During his session, Bill Carlino will share valuable insights on internal and external succession planning, selecting the right successor, and determining your firm's value when selling internally. He will also discuss the four critical C's of a successful merger.
Don't miss this opportunity to learn from an expert in the field. Visit the conference's website to find out more. For any inquiries or to get in touch with the Advisor Team at Whitman Transition Advisors, contact them today.
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