Whitman Transition Advisors is the one-stop solution to support your firm's vision and goals.
Whitman Transition Advisors is the ultimate solution for CPA firms looking to achieve their vision and goals. Our comprehensive approach provides support at every stage of your firm’s development, ensuring a smooth transition and successful outcome.
Whether you’re looking to grow your business, merge with another firm, or plan for succession, our team of experts has the knowledge and experience to help you reach your targets. Trust us to be your partner in success and take your CPA firm to the next level.
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
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
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
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
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