The Advisor Team

President & CEO 15+ years running firms. Now working with managing partners across North America. Firms of all sizes, from sole practitioners to top 10

Senior Managing Director David’s role is to ensure the success of our team as well as create and deliver coaching and training programs that will help

Partner Joel Sinkin has been involved with and consulted on 900+ transaction closings of accounting firms since 1990 and was named one of the Top

Managing Director Terry has more than 42 years of experience in the CPA profession. For six years, he served as Managing Director – Mergers &

Advisory Board Member Walter brings more than 30 years of executive experience in the accounting and business advisory industry to Whitman Transition Advisors. He possesses

Managing Director Russ Best has logged more than three decades in the consulting sector across a broad range of industries and disciplines including M&A, strategic

Managing Director Bill Carlino joined Transition Advisors as Managing Director of National Consulting Services after serving for nearly 12 years as editor-in-chief and editorial director

Managing Director Nancy has extensive financial, technical, and strategic sales and consulting experience.  She began her career as a financial analyst in the banking and

Business Development Manager Kay comes to Whitman Transition Advisors with extensive experience in sales and customer service. She spent 30 years in a variety of

Managing Director Rick was the Partner-in-Charge of a top twenty CPA firm for over thirty years. Rick is a CPA, and a SHRM-SCP with over

Managing Director Marc is a seasoned senior financial executive with over 30 years of experience. Going the extra mile for his clients to achieve their

Director of Business Development Jeff has over 25 years of experience working with CPAs, CPA Firms, and their clients. Accounting firms of all sizes have

Senior VP, Strategy & Education Tavi has strategic expertise focused on driving growth and directing organizational initiatives across multiple environments by creating and implementing effective

Director of Talent Acquisition Kim specializes in the placement of CPA and Accounting professionals. Her career background allows her to understand the technical and professional requirements for each

Marketing & Communications Prior to establishing Richard Shippee Communications, Shippee had a four-decade career in marketing and communications for organizations and professional services firms. During

Director of Mergers & Acquisitions Mr. Wagman has spent his entire career in the CPA arena. Prior to joining Whitman Transition Advisors, he practiced Public

Senior Managing Director, POWER Consulting Tony’s strong strategic, growth & financial skills coupled with his 13-year success as National Managing Partner of a large consulting