Sep 22, 2022
Terrence Putney, CPA, managing director with Whitman Transition Advisors, is among the top advisers on accounting firm mergers nationwide. 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 Journal of Accountancy.
In this episode of Small Firm Philosophy, Putney addresses succession and related M&A issues including:
Resources mentioned in the conversation:
Click on the link to contact Terry.
This episode is brought to you by the AICPA’s Private Companies
Practice Section (PCPS), the home of small firms. To learn more
about PCPS, check out our membership
information or sign up for a free web
Note: If your podcast app does not hyperlink to resources, visit https://aicpasmallfirm.libsyn.com to access show notes with direct links.