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A TEAM OF EXCELLENCE

Whitman Transition Advisors come together to offer the most comprehensive and robust suite of services focused completely on CPA firms.

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Ready To Explore Succession Planning

Maximize economic impact with new players in the marketplace. Explore the marketplace to find the right new team. Explore full sale or merger, partial sale, get multiple bites at the Apple.

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We Help CPA Firms Prosper

Explore how partnering with Whitman Transition Advisors adds more net income to your bottomline!

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Grow Faster And Make A Bigger Impact

Discover how accounting recruiters make a bigger impact without adding staff or costs to your firm.

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We Help Add Advisory Services… Instantly!

Increase your bottom line, increase client stickiness, increase impact on your clients.

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Accelerate Your Growth And Remain Independent

Partner with the experts to help you remain an independent CPA firm.

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Solve Your Talent Acquisition Challenges with Innovative Talent Solutions

Partner with the experts to explore onshoring, offshoring, strategic recruiting talent solutions and more.

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We understand the needs of your CPA firm. We are the largest advisory organization helping CPA firms in the Nation. Our team of advisors will help you remain independent, sell or merge your firm, support your talent needs and add advisory services.  Whatever your needs, we’ve seen it, we’ve done it!

Featured Services

Our team works with 100’s of CPA firms just like yours, and more importantly, we know what drives success.  That’s why we’ve built Whitman Transition Advisors with the leading experts who provide:

Mergers & Acquisitions
Talent Solutions
Consulting / Roundtables
Advisory Services
Strategic Partners
Training & Coaching
Outsourcing / Offshoring

Helping You Sell, Buy Or Merge Accounting Firms.

Phil Whitman:
Our CEO

Phil has over 25 years of experience working with and in CPA firms, covering all aspects of succession planning from internal transition, to mergers & acquisitions and practice sales to strategic joint ventures, as well as lateral partner talent acquisition. The Whitman team has been involved in the acquisition, sale and/or merger of over 1,000 CPA firms.  With Phil’s help, you can confidently transition your CPA firm with confidence.

We are privileged to work with these
exceptional clients

WHITMAN TRANSITION ADVISORS OFFERS MORE VALUE WITH THESE PARTNERS