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….
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 our clients reach their goals. David has been an entrepreneur and a guide for entrepreneurs throughout his adult life. After…
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…
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 successful track record in leadership roles at several top 100 CPA firms. He was an audit partner at several 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 forty years of diversified experience in accounting, finance and human resources. During that period, Rick had a unique combination of…
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,…
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 process as well as the technical and professional requirements for these positions. Joseph spent one year with the ADP honing…
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…
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. He is also a member of the AICPA, Connecticut Society of CPAs and the NYSSCPAs where he serves on the…
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 the first dot.com boom he directed west coast marketing operations for management consultancy, A.T. Kearney. He later joined Deloitte in…
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…