Ask The Experts

Who are the Experts?

The experts are members of Accounting Transition Advisors, a nationwide consulting firm, exclusively serving the tax and accounting industry. Collectively, we have been involved in almost one thousand (1,000) successful affiliations of tax and accounting practices, since 1990.

Our clients range from those with annual billings of a couple hundred thousand dollars ($200,000) to firms with annual billings in excess of two hundred million dollars ($200,000,000).

Our consulting services are exclusively to tax and accounting firms with emphasis on the following:

  • Succession
  • Merger
  • Acquisition
  • Transition
  • Practice Valuation
  • Due diligence between tax/accounting firms for purposes of affiliation
  • Client and staff transition and retention strategies
  • Practice value enhancement tactics
Over the last two decades, we have given dozens of educational seminars, workshops, webinars and classroom education to thousands of tax and accounting professionals across the country. Members of Accounting Transition Advisors also sit or participate on various advisory boards for industry societies, associations, regional and national organizations.

The IAAM worked tirelessly to bring you the expertise and experience of this national consulting organization. Please utilize the "Ask the Experts" program, as it is a free benefit of IAAM membership.

To use the program, click the link at the left and submit your question or request. Please identify yourself as an IAAM member.

Click Here To Ask The Experts

Thank you

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We expertly guide Accountants through the challenging process of buying or selling an accounting/tax practice. For more information or any questions please contact:
Mr. Lon Goforth, Managing Director, at 248-437-4401.