Services

Our complete services list covers all your planning, strategy, management & succession needs:

Training & Coaching

We are pleased to offer a growing array of professional training and coaching for both staff and partners in CPA firms of all sizes. Skill building and capacity growth are key to the ongoing success of your firm and expansion of your client base. Give... ---> Read more

Lead Generation & Development

Lead Generation and Appointment Setting Services WBA can help you tap into virtually any market or segment you want for prospective clients that are a target customer for your practice. Our experienced staff of business development professionals has a proven track record of producing quality, qualified leads​​​... ---> Read more

Mergers & Acquisitions

Whether you are looking for best price, succession or a new specialty for your practice… The process of Merging or Acquiring a CPA firm raises questions and sometimes complex issues can arise. Let us be your dedicated M&A resource. Whitman Business Advisors help CPA firms navigate the somewhat complex... ---> Read more

Partner Retreat Facilitation

Success equals results! Partner retreat facilitation vs partner retreat facilitation success. At Whitman Business Advisors, our approach to retreat planning and facilitation is unique. Our focus is turning the plans and opportunities agreed upon at the retreat into actions that have an impact on the... ---> Read more

Practice Management Consulting

Prior to establishing WHITMAN BUSINESS ADVISORS, Mr. Whitman spent 18 years in Practice Management of professional service firms.  As the Chief Operating Officer he has worked with top management in overseeing day-to-day operations and ensured efficiency and profitability at firms ranging from three partners, twelve employees and... ---> Read more

Top Talent Acquisition For Your CPA Firm

Your team forms the foundation of your firm’s success. At Whitman Business Advisors, we help you build that strong foundation by attracting top talent within your specific niche. Our talent acquisition process makes it possible for you to hire the right candidates without devoting your... ---> Read more