Industry News & WBA Press

19 Mar: Whitman Business Advisors Becomes New Jersey Society of CPAs’ Business Services Provider

March 18, 2019 ROSELAND, N.J. – The New Jersey Society of Certified Public Accountants (NJCPA) is pleased to name New Jersey-based consultancy Whitman Business Advisors, LLC, as a business services provider. Founded by Philip Whitman, CPA, CEO and president, Whitman specializes in succession planning, mergers…

17 Mar: M&A Consulting Firm Diving Into HR, Employee Engagement Services

Whitman Business Advisors is expanding its services, just as firm leaders around the country are shifting their business models to rely less on compliance tasks and more on advisory services. The consulting firm, which is best known for its mergers and acquisitions assistance, is growing…

05 Feb: Whitman Business Advisors Announces Addition Of Richard Fisher

Noted CPA Firm Partner In Charge Of Human Resources To Advise Whitman Clients And CPA Firms Nationwide Friday, February 1, 2018: NEW YORK – Whitman Business Advisors LLC, one of the nation’s leading accounting industry advisory firms, today announced that Rick Fisher, former Partner-in-Charge of…

07 Sep: Live Oak Bank Announces Alliance with Whitman Business Advisors

WILMINGTON, N.C. (July xx, 2018) – Live Oak Bank is pleased to announce a partnership with Whitman Business Advisors designed to help accounting and tax firms simplify the process of buying or selling a firm. With the steady growth of transfers of ownership in the…

13 Jun: AICPA Governing Council Member & Former NJSCPA President Joins Whitman Business Advisors National CPA Firm Consulting Team

Whitman Business Advisors Announces Addition of WALTER J. BRASCH, CPA, CGMA As Managing Director MONMOUTH COUNTY, N.J. (PRWEB) JUNE 13, 2018 Today Whitman Business Advisors (WBA) announced the addition of Walter J. Brasch, CPA as their newest consultant. Walter brings more than 30 years of executive experience in the accounting…

02 May: RICHARD SHIPPEE JOINS WHITMAN BUSINESS ADVISORS

Noted Independent Accounting Industry Marketer To Advise Whitman Clients. —————————————————————————— Wednesday, May 2, 2018:  NEW YORK – Whitman Business Advisors LLC, one of the nation’s leading accounting industry advisory firms, today announced that Richard Shippee, president of Richard Shippee Communications, has joined the Whitman team…

06 Feb: Prager Metis CPAs, LLC Expands Business Management Expertise;

Merges with Cameo Wealth & Creative Management, Inc. & The Asteri Group, Ltd. January 2, 2018 – New York, NY—  Prager Metis CPAs, LLC, a leading accounting and advisory firm with offices in North America, Europe, and Asia, and a member of GGI International, today…

05 Feb: WBA forms Alliance to Bring Financing to CPA Firm’s Clients

February 1, 2018, Monmouth County, NJ, – Today Whitman Business Advisors (WBA) announced the addition of StrategicFunding, a premier online lender and alternative financing provider for small businesses, to their expanding Practice Growth Multiplier(TM) service offering for its CPA firm clients. Phil Whitman, CEO and…

23 May: 7 Aspects of your CPA firm culture that can make or break a merger

When it comes to a merger of accounting firms, the process can depend on way more than the bottom-line financial terms of the deal. President and CEO of Whitman Business Advisors LLC,  Philip J. Whitman, CPA, suggests many features of the firms involved will have an…