Six-Pack™ Services

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

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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

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