NY State Deadline for Sexual Harassment Training is looming…

But it’s ok, we can help! Whitman Business Advisors has teamed up with Workplace Academy to provide access to high quality training and bring your firm into the 21st century with progressive policies and well-developed staff knowledge, awareness and skills. Workplace Academy has been fully developed with contributions from online training experts, seasoned employment attorneys, […]

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 focus is turning the plans and opportunities agreed upon at the retreat into actions that have an impact on the firm.  If you are looking to have a fun couple […]

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 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 $2 million in annual […]

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 team the opportunity to perform at their very highest potential with next-level training and coaching specifically designed for employees, managers, managing partners and full partners in CPA firms. We are […]

Top Talent Acquisition For Your CPA Firm

YOUR TEAM FORMS THE FOUNDATION OF YOUR FIRM’S SUCCESS. OUR TEAM WILL HELP YOU BUILD THE TEAM YOU NEED. At Whitman Transition 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 […]

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 Transition Advisors help CPA firms navigate the somewhat complex process of merging or acquiring a firm. Our range of expertise […]