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…
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…
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. …
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…
Eric Steiner
Managing Director, Information Technology Eric Steiner spent almost 20 years as the Chief Information Technology Officer at a Top 50 CPA Firm. He has specialized…
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…