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
Walter J. Brasch, CPA, CGMA
Managing Director Walter brings more than 30 years of executive experience in the accounting and business advisory industry to Whitman Business Advisors. He possesses a
Peter Caltabiano
Director, Business Development In the most recent five years Pete served as the CEO of an outsourcedfractional CFO services firm. Pete grew and lead a
Steve Clark, CPA, MBA
impact cfo A senior executive business leader with a depth and breadth of finance skills and a strong operations knowledge in manufacturing (hardware and software),
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
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
Joseph Gilchrist
Talent Recruitment Specialist Joseph specializes in the placement of CPA and Accounting professionals. His background has allowed him to understand the full life cycle recruitment
Henry Macchiaroli, MBA, CLM
Director, WBA Legal Solutions Henry Macchiaroli, MBA, CLM, has more than 25 years of law firm administrative management experience at large, mid-sized, and small law
Richard Nathan
Managing Director Richard specializes in creating process efficiencies for its clients. His 37 years of expertise include accounting and operational software selection, software implementation management,
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
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
John Raspante, CPA, MST, CDFA
Director, Risk Management Currently John is a member of NJSCPA where he serves on the accounting and auditing interest group and the editorial advisory board.
Donna Sohikian
Director, Talent Acquisition Donna has talent acquisition expertise developed through a corporate recruiting career in professional services. She had a 30-year career with McKinsey &
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 Business Advisors, he practiced Public