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:
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