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 complex issues can arise.

Let us be your dedicated M&A resource.

Whitman Transition Advisors help CPA firms navigate the somewhat complex process of merging or acquiring a firm. Our range of expertise is quite diverse and we are specialists in the CPA firm marketplace.

We are committed to your confidentiality. Every transaction, every “deal” that we are involved with, whether representing a seller or a buyer is absolutely confidential. When we represent your firm, you can be 100% confident that we will give you undivided interest through each phase of the assignment. Our client relationships are built on experience, professionalism and a level of sophistication that affords our clients attention to detail while preserving a high level of confidentiality.

We serve clients throughout the United States.

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