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Whitman Transition Advisors

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Customized solutions for strategic focus and growth, including merger and acquisition, talent solutions, profit enhancements and advisory service offerings

Whitman Transition Advisors understands the unique challenges and obstacles faced by CPA firms, and they tailor their services to specifically match the needs and culture of your firm. By taking the time to understand your strategic focus, they will target and deliver quality opportunities that will help your firm grow faster. As your strategic partner, they'll work with you to help identify, achieve and enhance your goals, no matter what the size or focus of your practice.

They do not offer a one-size-fits-all approach. Instead, they conduct a careful evaluation of your challenges and opportunities to create a set of customized solutions that align with your long-term objectives.

Services

Mergers and Acquisitions

  • M&A facilitation
  • M&A educational seminars/webinars
  • M&A strategy sessions
  • Private Equity Readiness
  • Other Strategic Investor opportunity evaluation

Profits Solutions Team

  • People, Process & Technology Evaluation
  • Partner retreats
  • Running executive committee meetings
  • Leadership training for running a CPA firm

Advisory Services Team

  • Build, Buy, Partner Services
  • C Suite IMPACT Certified Solutions

What Clients Say

"Whitman Business Advisors was very instrumental in helping me identify the right opportunity for me. The insight, guidance and coaching provided by David and Phil was invaluable. For anyone considering a new opportunity to advance their career, I strongly recommend David, Phil and the WBA team. They are simply the best and an absolute pleasure to work with!"

– Joseph Bittner, Director of Educational Development, Mazars USA LLP

"Whitman Business Advisors has become an essential strategic partner to our merger and acquisition and recruiting activities."

– Bill Hagaman, CEO, Withum 

Customized solutions for strategic focus and growth, including merger and acquisition, talent solutions, profit enhancements and advisory service offerings

Whitman Transition Advisors understands the unique challenges and obstacles faced by CPA firms, and they tailor their services to specifically match the needs and culture of your firm. By taking the time to understand your strategic focus, they will target and deliver quality opportunities that will help your firm grow faster. As your strategic partner, they'll work with you to help identify, achieve and enhance your goals, no matter what the size or focus of your practice.

They do not offer a one-size-fits-all approach. Instead, they conduct a careful evaluation of your challenges and opportunities to create a set of customized solutions that align with your long-term objectives.

Services

Mergers and Acquisitions

  • M&A facilitation
  • M&A educational seminars/webinars
  • M&A strategy sessions
  • Private Equity Readiness
  • Other Strategic Investor opportunity evaluation

Profits Solutions Team

  • People, Process & Technology Evaluation
  • Partner retreats
  • Running executive committee meetings
  • Leadership training for running a CPA firm

Advisory Services Team

  • Build, Buy, Partner Services
  • C Suite IMPACT Certified Solutions

What Clients Say

"Whitman Business Advisors was very instrumental in helping me identify the right opportunity for me. The insight, guidance and coaching provided by David and Phil was invaluable. For anyone considering a new opportunity to advance their career, I strongly recommend David, Phil and the WBA team. They are simply the best and an absolute pleasure to work with!"

– Joseph Bittner, Director of Educational Development, Mazars USA LLP

"Whitman Business Advisors has become an essential strategic partner to our merger and acquisition and recruiting activities."

– Bill Hagaman, CEO, Withum 

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NJCPA members get special pricing and customized solutions.

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