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December 06th 2016:Business in Transition: An Interview with Bill Carlino

Do you have a succession plan? What about an exit strategy? If you're a business owner, it's an absolute must on your to-do list. In this episode, we talk with Bill Carlino, managing director at Transition Advisors about what you need to know when you have the urge to merge. Join us as we talk about what to do, what to avoid, and how to spread the news.

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Featured Guest

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Bill Carlino

Bill Carlino serves as managing director at Transition Advisors where he oversees the New York metropolitan area as well as New England and regularly consults with CPA firms on M&A and ownership transition issues. In that role, he helps match Transition Advisors’ array of services such as succession readiness evaluations, new partner admissions, partner retirement and exit support, partner retreats and owner agreement evaluations and design, to the strategic transition and succession needs of CPA firms across the country. Bill came aboard Transition Advisors after serving for nearly 12 years as editor-in-chief and editorial director of Accounting Today and AccountingToday.com, where he
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