What Clients Have to Say…

Phil’s presentation on “The Four Pillars of a World Class Firm” offered practical insights for IAPA members seeking to strengthen their performance and market position.  His energetic delivery addressed key issues facing firms in running a successful business and growing their client base in the face of internal and external pressures.  Challenged to assess their firms’ success rate in maximising trust, communication, alignment of goals and accountability, delegates came away with a raft of realistic strategies to achieve change.

Susan Humphry Chief Executive Officer | IAPA December 17, 2014

Thanks again for everything Phil.  If you've ever had those moments where you wonder whether or not what you do matters, I'm here to tell you:  Your work matters!  I'll never be able to fully explain how grateful I am for the guidance and counsel you gave me during those couple weeks, along with the introductions you made to all the firms.  Our family would not be in the position we find ourselves today if I hadn't met you.  More than that, you helped me find a way to ensure my father's legacy will continue for years to come.  And that means a great deal to me personally.  Bottom line - thank you.

December 17, 2014

Phil we can’t thank you enough for your role in this. You are fantastic to work with and our partner group appreciative!!

Ed Guttenplan Managing Partner | Wilkin & Guttenplan, P.C. December 18, 2014

We have invited Phil along to 2 or 3 of our conferences because he consistently provides thought-provoking ideas in an entertaining and professional manner.  And his “pitch” really does vary with the audience – our Managing Partner group gets a different approach and level of guidance compared to that needed by the less experienced future leaders of our member firms.

Phil is regularly rated by our delegates as one of the highlights of our conferences.

 

Alan Bezzant, Chief Executive Officer Russell Bedford International February 23, 2015

Phil has become an essential strategic partner to our merger and acquisition and recruiting activities.

Bill Hagaman, CEO Withum Smith + Brown December 18, 2014

Mr. Whitman brought a positive and powerful energy to our event that helped set the tone for the rest of the day. I would not hesitate in having Phil return as one of our speakers, as he takes the time and effort to cater his material to the audience in a way that is engaging and educational.

Adam Crowson CEO North America GGI | Geneva Group International December 17, 2014

After working with several M&A consultants, it is refreshing to actually see one who earns his fees, as opposed to being just a referral source, whose total involvement is ”call this firm” and “how did it go?”

 

Jeffrey A. Getzel, CPA CFF - Managing Partner Getzel Schiff & Pesce LLP December 17, 2014

When I first called Phil Whitman he told me that he would either send me nothing or deals and partners that would work.  Phil has been true to form.  His knowledge of the marketplace and network reach is so extensive that I often wonder if there is anyone he doesn't know.  Over the past three years, Phil has become not only a valued business partner, but a friend and confidant.

Lou Grassi Managing Partner Grassi & Co., CPAs December 17, 2014

Words cannot begin to describe how grateful we are to have had you present at our CPA Summit today. To take time from your busy schedule, during the busiest time of year is beyond appreciated! The summaries at the end of the meeting today were littered with quotes and takeaways from your panel discussion; to say you made an impact would be a big understatement. You exceeded our high expectations and helped make this day very memorable for my entire sales team and I am truly grateful! I look forward to connecting with you guys in the very near future.

Brad Katz | Divisional Vice President- NorthEast ADP Small Business Services March 8, 2017

Whitman Business Advisors guided me through my entire search.  Phil and Dave were honest, professional, and counseled me well.  I would not have succeeded without them.  They are the best in what they do. (https://www.linkedin.com/in/spiro-leunes-82553590)

Spiro Leunes, Coaching Client February 10, 2017

Phil possesses all the qualities one could expect from a great recruiter.  Phil turned what I thought was going to be a stream of interviews into an EXPERIENCE!  He met with me, listened to what was important to me and selected a handful of firms that matched my personality and professional ambition. Phil then made introductions and facilitated meetings with Managing Partners of top-notch public accounting firms.  One of the Managing Partners I met with described Phil as “one of the few nice guys in his profession”.  Phil was professional and trustworthy. It’s easy to understand how Phil is such a successful consultant to the profession.  Besides the great opportunity that he introduced me to, he provided invaluable business coaching and, I also gained a friend along the way.

Joseph Puglisi, CPA, Partner, Citrin Cooperman December 17, 2014

Phil has tremendous insight and connections in the CPA profession. Phil and WBA take a stake in advancing the careers of their clients. A truly professional and highly ethical team.

Keith Peterka, CPA Marks Paneth April 20, 2015

Phil facilitated a leadership retreat for our firm over a two day period, a retreat that all involved deemed to be very successful. His objective approach and style in facilitating the discussions enabled us to address and resolve topics that often cannot be addressed without an independent facilitator. Our retreat with Phil jumpstarted several strategic initiatives that have resulted in significant, measurable improvements to the firm, both operational as well as financial.

John D. Geraci, CPA, MST Partner LitmanGerson & Associates, LLP Woburn, MA December 17, 2014

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, Educational Development WeiserMazars LLP March 31, 2016

I want to thank you for the help and counseling you provided me during my recent search. You quickly analyzed my strengths and positioned me in a confidential and professional manner.  And best of all, landed me at a great firm. It has been a pleasure working with you.

Peter D. Baum Partner | O'Connor Davies, LLP December 29, 2014

Phil helped us accomplish the difficult Challenge of retiring a senior partner. What we thought would be a long arduous process of multiple meetings and difficult negotiations, Phil helped us conclude in a single meeting. His process was extraordinary!

Mark Curcio, Managing Partner Curcio Wieselthier Cohen November 5, 2015

Over the past three years, it has been an absolute pleasure to work with Phil and his team. During a crucial time in my career, Phil helped me make key decisions. During this process, he was open to all of my concerns including family and location considerations. He was instrumental in every step of the process including the identification of legal assistance concerning several matters. Since, then Phil and I have had a great working relationship as he continues to help me and my firm grow our practice. Phil is incredibly knowledgeable about the accounting industry, and his team of experts are all a pleasure to work with.

Chris Vignone, Principal Prager Metis CPAs, LLC March 12, 2015

Kim was great to work with. She listened to my needs and analyzed my skills to match me with a great firm that was also a great fit. Relocating is very stressful and Kim helped make the job search step of my transition stress free!

D.C. ~ successfully connected candidate May 25, 2015

Kim was great to work with. She listened to my needs and analyzed my skills to match me with a great firm that was also a great fit. Relocating is very stressful and Kim helped make the job search step of my transition stress free!

 

D.C. September 25, 2015

Phil Whitman accomplished more for me in 2 days than other consultants did in 6 months.  Phil's vast knowledge of the industry and his far reaching network are unique and impressive. Phil is a true professional and tireless worker.

Michael Kaufman Director of Tax | New York, NY December 18, 2014