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Whitman Transition Advisors
The Nation's Largest Provider of M&A, Profits and Talent Sol...Whitman Transition Advisors
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Business Services *
Association/Alliance
Business Services
Consulting/Advisory
Human Resources
Information Technology
Insurance
Real Estate
Software
Finance & Accounting *
Accounting
Advisory
Banking
Tax
Wealth & Investments
Education & Learning *
Continuing Education & Training
Credentials and Licensing
Exam Prep
Higher Education
Legal *
Business Law
Employment Law
Estate Planning
Family Law
Litigation
Lifestyle & Misc *
News & Publications
Travel & Entertainment
Misc/Other
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Overview
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
Exclusive Member Perk
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NJCPA members get special pricing and customized solutions.
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Philip Whitman
Whitman Transition Advisors
President & CEO
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Rachael B.
Added to List Whitman Transition Advisors
8 days ago