Whitman Business Advisors

Whitman Business Advisors

Making Best Practices Even Better!

Primary Menu

Skip to content
  • Home
  • Six-Pack+™ Services
    • Lead Development Services
    • Mergers & Acquisitions
      • Acquiring a Firm
      • Selling or Merging
      • Financing
    • Partner Retreat Facilitation
    • Practice Management Consulting
    • Talent Acquisition
      • Candidate Success Process
    • Training & Coaching
  • The Advisor Team
    • Philip J. Whitman, CPA
    • David Wolfskehl
    • Walter J. Brasch, CPA, CGMA
    • Marty Cooperman, CPA
    • Phyllis Eisenberg, CPA
    • Albert J. Frazia
    • Michael Gaines, CPA
    • Jeffrey Kraft
    • Kim Nguyen
    • Barry Wagman, CPA
  • Strategic Partners
  • Speaking & Presentations
  • SPEED
  • Financing
    • For your Firm
    • For your Clients
  • The Blog
  • Press
    • Press
    • Industry News
    • What Clients Have to Say…
    • Who Went Where and Did What With Whom

Secondary Menu

  • Small Practitioners without a Succession Plan —> CLICK HERE

Contact us today

We welcome your enquiries!

Please let us know how we can serve you.

Call: 1 844 WBA-TEAM (922-8326)

Email:  info@whitmanbiz.com

or use this form!

Share this:

  • LinkedIn
  • Google
  • Twitter
  • Facebook
  • Print

Latest Posts in CPA Career Intelligence Blog

  • AICPA Governing Council Member & Former NJSCPA President Joins Whitman Business Advisors National CPA Firm Consulting Team
  • RICHARD SHIPPEE JOINS WHITMAN BUSINESS ADVISORS

What Clients Say…

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

Chris Vignone, Principal Prager Metis CPAs, LLC

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

Bill Hagaman, CEO Withum Smith + Brown

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

Alan Bezzant, Chief Executive Officer Russell Bedford International

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

Joseph Puglisi, CPA, Partner, Citrin Cooperman

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.

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

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

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.

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

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

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

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

Susan Humphry Chief Executive Officer | IAPA

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

Learn more about SPEED

If you haven't thought about what could happen and how it could affect you and your family... think about our SPEED Program... because anything DOES happen.

As featured in

Follow us.

  • Facebook
  • Twitter
  • LinkedIn
  • YouTube
  • RSS
  • Email

Monthly News & Updates

*
  • Contact us today
  • The Advisor Team
  • What Clients Have to Say…

Proud to be recognized

Your privacy

Privacy Policy

Follow us on Linkedin

Copyright © 2018 Whitman Business Advisors All Rights Reserved.
Adventurous Theme by Catch Themes