Whitman Business Advisors is a national consultancy that specializes in succession planning strategies for CPAs and CPA firms.
We provide merger and acquisition, strategic talent acquisition and practice management consulting services to small, medium and large firms across North America; from sole practitioners to world-class global firms.
We understand the industry and have solid relationships with leadership at many small, medium and Top 100 firms in the country. We pride ourselves in our consultative approach to hiring and practice growth through Mergers & Acquisitions. As a result of our relationships we are able to find you the best new partner for your firm, the best new partner position for yourself, or the best merger firm for your practice.
The team at Whitman Business Advisors LLC brings decades of combined expertise and a wide range of real-world experience to help you solve your firm challenges.
Philip J. Whitman, CPA
President & CEO 15+ years running firms. Now working with managing partners across North America. Firms of all sizes, from sole practitioners to top 10
David Wolfskehl
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
Joel L. Sinkin, 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 100
Terrence E. Putney, Managing Director
Terry has more than 42 years of experience in the CPA profession. For six years, he served as Managing Director – Mergers & Acquisitions for
Walter J. Brasch, CPA, CGMA
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
Russell P. Best, 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 business planning,
Bill Carlino, 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 of Accounting
Nancy Egan, 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 chemical industries,
Kay Conklin, 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 key account management
Richard Fisher, CPA, SHRM-SCP, SPHR
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
Marc J. Horowitz, CPA
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
Jeffrey Kraft
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
Tavi Meketon, Senior VP, Strategy & Education
Tavi has strategic expertise focused on driving growth and directing organizational initiatives across multiple environments by creating and implementing effective solutions that are aligned with
Kim Nguyen
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
Richard Shippee
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
Barry Wagman, CPA
Director of Mergers & Acquisitions Mr. Wagman has spent his entire career in the CPA arena. Prior to joining Whitman Transition Advisors, he practiced
Tony Zecca
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
