Merger will offer an unprecedented range of services for accounting firms and their clients nationwide
Monmouth County, NJ –
Transition Advisors and Whitman Business Advisors announced they have merged to form Whitman Transition Advisors (WTA) effective immediately. The merger will create the largest M&A and consulting organization focused exclusively on CPA firms in the U.S. WTAs suite of services includes mergers & acquisitions, talent acquisition, owner succession consulting, partner retreats and business advisory service offerings. In addition to the Whitman Transition Advisors suite of services, the firm is also aligned with the C-Suite IMPACT Group of companies which offers M&A, Recruiting and Fractional CFO services to privately held business clients of CPA firms.
Philip Whitman, CPA, will assume the leadership role of CEO and President of WTA. Both Joel Sinkin and Terry Putney, the two Principals of Transition Advisors will continue in their roles advising clients on growth and succession planning for CPA firms as Partners in the newly combined firm. Both Joel and Terry have been named to Accounting Today’s Top 100 Most Influential People in Accounting for 10 years running.
“I have known Phil Whitman for over 20 years. Although we have been friendly competitors all these years, I knew in the back of my mind the opportunity to combine forces would make sense one day” said Joel Sinkin, President of Transition Advisors.
“Transition Advisors has long been known as a go-to source for firms seeking strategic solutions for growth and succession through mergers & acquisitions as well as internal planning. We are excited to be joining forces,” said Phil Whitman, President and CEO of Whitman Business Advisors.
“Not only does this merger create a powerful solution for accounting firms seeking growth and succession through mergers, but the affiliation with Whitman Business Advisors and C-Suite IMPACT allows us to provide an even greater range of solutions to our clients in today’s ultra-competitive and dynamic environment,” said Terry Putney, CEO of Transition Advisors.
“The combination of Whitman Transition Advisors and our C-Suite IMPACT family of companies is unmatched as a solution for the challenging issues that are facing virtually every accounting firm today and into the foreseeable future,” said David Wolfskehl, President and Founding Partner of C-Suite IMPACT.
The Transition Advisors team of consultants which includes Bill Carlino, Nancy Egan, Russ Best, Mark Basinski, and Kay Conklin will join the Whitman Transition Advisors’ team which includes David Wolfskehl, Walter Brasch, CPA, Rick Fisher,CPA, Jeff Kraft, Don Leavy, Kim Nguyen, Dick Shippee, Barry Wagman, CPA, Marc Horowitz, CPA
