Services

Partner Retreat Facilitation

Success equals results! Partner retreat facilitation vs partner retreat facilitation success. At Whitman Transition Advisors, our approach to retreat planning and facilitation is unique. Our

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Practice Management Consulting

Prior to establishing Whitman Transition Advisors, Mr. Whitman spent 18 years in leadership roles and spearheaded Practice Management of professional service firms.  As the Chief

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Training & Coaching

Skill building and capacity growth are key The ongoing success of your firm and expansion of your client base depend on it! Give your entire

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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

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We’ll send you occasional updates about WTA plus great articles on being a next-level accounting firm, the latest in mergers & acquisitions,