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



Unparalleled Expertise

At Whitman Transition Advisors, we are the leading nationwide CPA firm with key relationships throughout the US in major and secondary markets. Our team of experts have industry experience working at one or more Top 100 CPA firms, as well as relationships for 60 of the Top 100 firms.  We have unparalleled expertise to help you unlock the potential of your CPA firm and grow it to its fullest.  We have completed more than 1,000 transactions and will help you maximize the monetization of your lifetime of work.  Let us, the CPA experts, help you unlock the potential of your CPA firm today.

Confidential Advice

We understand the needs of CPA firms, both from a business strategy and practice management perspective. With our team of experts from top 100 CPA firms, we are the largest team of CPA firm consultants in the Nation, whose insights and deep knowledge, will grow your firm smartly and create more value for your partner group. Contact us today and let’s get started on your successful planning transition!

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.

Industry Expertise

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)

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