Exploring a CPA Merger or Acquistion?
Learn how our team of CPA advisors can help you merge or sell your CPA firm with confidence.
A full team of M&A consulting experts that have completed over 1,000 transactions.
Specific M&A Steps (Process)
Discovery of your partner goals
Exploration of the marketplace
Evaluation of opportunities
Proven Process for M&A deals
At Whitman Transition Advisors, we have a process that is designed to maximize your M&A integration opportunities. We explore the market, look for traditional and non-traditional firms, and create a variety of alternatives for you to evaluate. Our team provides more options faster than any other firm in the industry. With our team of experts that understand that “it’s your life,” backed by 25+ years of experience in the M&A consulting space, you can rest assured that you will be presented with the best options available.
Three of the Top 100 Most Influential People in Accounting (Accounting Today)
Top 10 Most Recommended Consultants (IPA)
Most Impactful Firm Leader (myCPE)
Fortune Small Business Boss of the Year Runner up (Fortune Magazine)