Whitman Business Advisors

Whitman Business Advisors

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What Clients Say…

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

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

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

Joseph Bittner, Director, Educational Development WeiserMazars LLP

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 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

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

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

Brad Katz | Divisional Vice President- NorthEast ADP Small Business Services

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.

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 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

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

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

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.

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