Services

Our complete services list covers all your planning, strategy, management & succession needs:

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.

Your team forms the foundation of your firm’s success. At Whitman Business Advisors, we help you build that strong foundation by attracting top talent within your specific niche.

Your team forms the foundation of your firm’s success. At Whitman Business Advisors, we help you build that strong foundation by attracting top talent within your specific niche.

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

We are pleased to offer a growing array of professional training and coaching for both staff and partners in CPA firms of all sizes. Skill building and capacity growth are key to the ongoing success of your firm and expansion of your client base.

If you are having challenges, we have significant experience developing and enhancing Partner Compensation Models, Business Development success programs, Partner Admittance models. We also have deep strength in Human Resources, Information Technology, Finance, Facilities, Marketing, Business Development, and Leadership Development. If you need a solution sounding board, Whitman Business Advisors can help you.