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 global firms rely on him. Phil specializes in succession planning, mergers & acquisitions, strategic talent acquisition and practice management consulting.... ---> Read more
David Wolfskehl
Director of Operations – Training and Coaching David’s role is to ensure the success of our team as well as create and deliver coaching and training programs that will help our clients reach their goals. David has been an entrepreneur and a guide for entrepreneurs throughout... ---> Read more
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 relied on him for banking and business solutions. He has an extensive background in relationship banking, credit and lending, professional... ---> Read more
Barry Wagman, CPA
Director of Mergers & Acquisitions Mr. Wagman has spent his entire career in the CPA arena. Prior to joining Whitman Business Advisors, he practiced Public Accounting for over 25 years and was elected Managing Partner for a 125 person regional CPA firm. While with the... ---> Read more
Marty Cooperman, CPA
Since 2010, Marty Cooperman consults with accounting firms and other organizations in the areas of overall strategy development/execution, driving growth/ profitability, new business development, brand development, client loyalty/retention, quality, leadership development and financial results. Marty joined Grant in 1975 and became a partner in 1986.... ---> Read more
Phyllis Eisenberg, CPA
Director of Mergers & Acquisitions Phyllis Eisenberg has over 20 years’ of experience as a practicing CPA and consultant specializing in helping CPAs and CPA firms to achieve success using progressive practice management solutions. An accomplished business development professional with an extensive track record of achievement,... ---> Read more
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 position. She spent three years as vice-president at JP Morgan Chase, where she managed a multi-million-dollar loan portfolio and specialized in... ---> Read more
Michael Gaines, CPA
Director – Practice Management Solutions Michael Gaines has extensive experience in the management functions of CPA firms including human resources, office management, and overall firm administration. Michael recently retired as the Human Resources and Administrative Partner at Friedman LLP, a top 50 CPA firm. He was... ---> Read more
Albert J. Frazia
Director, Human Capital Solutions Al, a well-established and highly diversified human resource professional, has helped many organizations realize the connection between high employee engagement and strategic success. Al has also provided specialized search and staffing services to CPA firms and business entities nationwide. Al’s... ---> Read more