Whitman Business Advisors

Whitman Business Advisors

Making Best Practices Even Better!

Primary Menu

Skip to content
  • Home
  • Six-Pack+™ Services
    • Mergers & Acquisitions
      • Acquiring a Firm
      • Selling or Merging
      • Financing
    • Talent Acquisition
      • Candidate Success Process
    • Practice Growth Multiplier™
    • Partner Retreat Facilitation
    • Training & Coaching
    • Practice Management Consulting
    • Lead Development Services
  • The Advisor Team
    • Philip J. Whitman, CPA
    • David Wolfskehl
    • Walter J. Brasch, CPA, CGMA
    • Phyllis Eisenberg, CPA
    • Jeffrey Kraft
    • Kim Nguyen
    • John Raspante, CPA, MST, CDFA
    • Richard Shippee
    • Barry Wagman, CPA
  • Speaking & Presentations
  • SPEED
  • Financing
    • For your Firm
    • For your Clients
  • The Blog
  • Press
    • Press
    • Industry News
    • What Clients Have to Say…
    • Who Went Where and Did What With Whom

Secondary Menu

  • Small Practitioners without a Succession Plan —> CLICK HERE

Is Your Firm on a Growth Path or Moving Toward the Edge of a Cliff?


Get our new whitepaper and get familiar with your trajectory.

Once you know which way you’re going, you can make better choices for your firm.

Share this:

  • LinkedIn
  • Google
  • Twitter
  • Facebook
  • Print

Latest Posts in CPA Career Intelligence Blog

  • Are You Prepared? 5 Cyber Liability Tips and Best Practices
  • Live Oak Bank Announces Alliance with Whitman Business Advisors

What Clients Say…

After working with several M&A consultants, it is refreshing to actually see one who earns his fees, as opposed to being just a referral source, whose total involvement is ”call this firm” and “how did it go?”  

Jeffrey A. Getzel, CPA CFF - Managing Partner Getzel Schiff & Pesce LLP

Phil’s presentation on “The Four Pillars of a World Class Firm” offered practical insights for IAPA members seeking to strengthen their performance and market position.  His energetic delivery addressed key issues facing firms in running a successful business and growing their client base in the face of internal and external pressures.  Challenged to assess their

Susan Humphry Chief Executive Officer | IAPA

Phil has tremendous insight and connections in the CPA profession. Phil and WBA take a stake in advancing the careers of their clients. A truly professional and highly ethical team.

Keith Peterka, CPA Marks Paneth

We have invited Phil along to 2 or 3 of our conferences because he consistently provides thought-provoking ideas in an entertaining and professional manner.  And his “pitch” really does vary with the audience – our Managing Partner group gets a different approach and level of guidance compared to that needed by the less experienced future leaders

Alan Bezzant, Chief Executive Officer Russell Bedford International

Whitman Business Advisors guided me through my entire search.  Phil and Dave were honest, professional, and counseled me well.  I would not have succeeded without them.  They are the best in what they do. (https://www.linkedin.com/in/spiro-leunes-82553590)

Spiro Leunes, Coaching Client

I want to thank you for the help and counseling you provided me during my recent search. You quickly analyzed my strengths and positioned me in a confidential and professional manner.  And best of all, landed me at a great firm. It has been a pleasure working with you.

Peter D. Baum Partner | O'Connor Davies, LLP

Phil helped us accomplish the difficult Challenge of retiring a senior partner. What we thought would be a long arduous process of multiple meetings and difficult negotiations, Phil helped us conclude in a single meeting. His process was extraordinary!

Mark Curcio, Managing Partner

Over the past three years, it has been an absolute pleasure to work with Phil and his team. During a crucial time in my career, Phil helped me make key decisions. During this process, he was open to all of my concerns including family and location considerations. He was instrumental in every step of the

Chris Vignone, Principal Prager Metis CPAs, LLC

Mr. Whitman brought a positive and powerful energy to our event that helped set the tone for the rest of the day. I would not hesitate in having Phil return as one of our speakers, as he takes the time and effort to cater his material to the audience in a way that is engaging

Adam Crowson CEO North America GGI | Geneva Group International

Phil Whitman accomplished more for me in 2 days than other consultants did in 6 months.  Phil's vast knowledge of the industry and his far reaching network are unique and impressive. Phil is a true professional and tireless worker.

Michael Kaufman Director of Tax | New York, NY

Kim was great to work with. She listened to my needs and analyzed my skills to match me with a great firm that was also a great fit. Relocating is very stressful and Kim helped make the job search step of my transition stress free!

D.C. ~ successfully connected candidate

Phil possesses all the qualities one could expect from a great recruiter.  Phil turned what I thought was going to be a stream of interviews into an EXPERIENCE!  He met with me, listened to what was important to me and selected a handful of firms that matched my personality and professional ambition. Phil then made

Joseph Puglisi, CPA, Partner, Citrin Cooperman

Learn more about SPEED

If you haven't thought about what could happen and how it could affect you and your family... think about our SPEED Program... because anything DOES happen.

As featured in

Follow us.

  • Facebook
  • Twitter
  • LinkedIn
  • YouTube
  • RSS
  • Email

Monthly News & Updates

*
  • Contact us today
  • The Advisor Team
  • What Clients Have to Say…

Proud to be recognized

Your privacy

Privacy Policy

Follow us on Linkedin

Copyright © 2018 Whitman Business Advisors All Rights Reserved.
Adventurous Theme by Catch Themes