About Our Team

  +1.844.922.8326

  info@whitmantransition.com

M&A

Advisory Services

Private Equity

Profit Team

Knowledge Center

Talent Acquisition

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Your Goals.
Your Firm.
Our Mission.

Aligning strategy with purpose to help you lead confidently and grow sustainably.

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About Us

Whitman Transition Advisors Profit Team specializes in comprehensive services to accounting and advisory firms including customized M&A, Wealth Management and Private Equity options as well as those wishing to remain independent. We’re not just advisors—we’re the team that helps get it done. At WTA Profit Team, we lead with experience and bring the resources to implement real change. From strategy to execution, we’re with you every step of the way.

People

We empower your team through structured learning and development, help you find the right people through expert talent search and recruitment, and boost capacity with strategic outsourcing. All while strengthening client relationships through tailored services and ongoing feedback.

Process

We streamline operations with advanced automation and standardized workflows ensuring efficiency and accuracy.

Technology

We implement and optimize tools that automate tasks, enhance decision-making, and scale results.

What We Offer:

Operational Support and Strategic Execution
Talent Search and Acquisition
Offshore and Outsourcing Solutions
Learning and Development
Technology and Software Services
Dashboards and KPIs
Human Resource Management

Connect with our experts to learn more about our services!

David Kells (dkells@whitmantransition.com)

Tavi Meketon (tmeketon@whitmantransition.com)

Walter Brasch (wbrasch@whitmantransition.com)

Mary Ardath (mardath@whitmantransition.com)

Jason McKeever (jmckeever@whitmantransition.com)

Ben Nunes (bnunes@whitmantransition.com)

YOUR GOALS. YOUR FIRM. OUR MISION.

Aligning strategy with purpose to help you lead confidently and grow sustainably. If your firm is ready to improve profitability through better workflows, smarter hiring, leadership development, or tech integration-contact the Profit team today.

Operational Support and Strategic Execution
Strategic planning, partner retreats, and other organizational and long-term growth strategies.
Implementation plans through fractional administrative teams to assist firms with non-billable roles and talent search and team engagement.
Customized operational efficiency frameworks to streamline workflows and improve profitability.
Provide ongoing consulting and implementation support to ensure sustainable business success.
Talent Search and Acquisition
Robust talent acquisition strategies for in-house recruitment, offshore staffing, and outsourcing solutions.
Database of qualified professionals to support firms’ administrative and operational needs including clerical, professional and administrative.
Customized talent solutions, including executive search and fractional leadership placement.
Offshore and Outsourcing Solutions
Strategic planning, partner retreats, and other organizational and long-term growth strategies.
Implementation plans through fractional administrative teams to assist firms with non-billable roles and talent search and team engagement.
Customized operational efficiency frameworks to streamline workflows and improve profitability.
Provide ongoing consulting and implementation support to ensure sustainable business success.
Learning and Development
Create and implement structured learning programs to upskill professionals in leadership, operations, and growth strategies.
Develop an online training portal offering tailored courses, workshops, and coaching programs.
Partner with industry experts to provide specialized training in transition management and firm growth.
Technology and Software Service
Provide consulting on technology solutions that enhance operational efficiency and business scalability.
Assist firms in selecting and implementing software for project management, customer relationship management (CRM), and enterprise resource planning (ERP).
Develop strategies for integrating automation and artificial intelligence tools to optimize workflows.
Offer cybersecurity assessments and IT infrastructure support to ensure data protection and compliance.
Dashboards and KPIs
Develop and implement key performance indicators for firm, division, and individual team members.
Real-time measurement of indicators with process and performance improvement recommendations.
Regular status updates for leadership and alignment to strategic priorities.
Human Resource Management
Implement benefit programs and manage employee benefits.
Develop and maintain job descriptions and performance measurement systems.
Establish standard operating procedures (SOPs) for various HR functions.
Create and enforce policies and processes to ensure compliance and efficiency.
Oversee talent management, recruitment, and retention strategies.

David Kells

Profit Team Managing Director – CPA

dkells@whitmantransition.com
LinkedIn

David is a dynamic operations and strategy executive with deep expertise in process improvement, firm integration, and leadership development. With a strong background in public accounting, David helps CPA firms navigate growth, optimize team structures, and increase efficiency. He’s passionate about aligning business strategy with operational execution and empowering teams through mentorship. At WTA, he leads client engagements focused on building scalable frameworks and fostering leadership pipelines. David is also a champion of modernizing traditional firm operations through technology and culture shifts.

David Kells

Profit Team Managing Director – CPA

Jason McKeever

Profit Team Managing Director – CPA

jmckeever@whitmantransition.com
LinkedIn

Jason is a highly accomplished HR executive and coach with over 25 years of experience in organizational development and talent strategy. His work spans industries, with a focus on guiding firms through leadership development, culture transformation, and team performance. Jason is a sought-after speaker and trainer, known for creating high-impact programs that build resilient, agile leaders. At WTA, he supports clients in crafting tailored learning and development roadmaps that drive engagement and retention. His approach blends psychology, practical frameworks, and real-world business acumen.

Jason McKeever

Profit Team Managing Director – CPA

Mary Ardath

Profit Team Managing Director – CPA

mardath@whitmantransition.com
LinkedIn

Mary is an accomplished learning and development leader with a passion for empowering people and building strong leadership pipelines. She brings decades of experience in talent development, having designed and delivered programs for firms of all sizes. At WTA, Mary leads initiatives focused on structured learning, upskilling, and professional growth for accounting professionals. Her strength lies in connecting purpose with performance and creating environments where people thrive. Mary is also known for her strategic mindset and hands-on coaching style that turns potential into impact.

Mary Ardath

Profit Team Managing Director – CPA

Tavi Meketon

Profit Team Managing Director – CPA

tmeketon@whitmantransition.com
LinkedIn

Tavi provides executive level solutions for professional services firms and other industry
organizations through extensive experience in stakeholder alignment, driving
performance, and directing key initiatives across multiple environments.

Tavi Meketon

Profit Team Managing Director – CPA

Walter Brasch

Profit Team Managing Director – CPA

wbrasch@whitmantransition.com
LinkedIn

Walter is a seasoned advisor and former managing partner with over 48 years in the accounting profession. As a member of WTA’s Advisory Board, he brings unmatched experience in strategic planning, mergers and acquisitions, practice management, and leadership coaching. He is a Past President of the New Jersey Society of CPAs and serves on numerous professional and nonprofit boards. Walter is deeply committed to helping firms grow through thoughtful leadership, effective strategy, and strong relationships. He also brings a personal passion for mentorship and community service .

Walter Brasch

Profit Team Managing Director – CPA

Ben Nunes

Profit Team Managing Director – CPA

bnunes@whitmantransition.com
LinkedIn

Ben helps CPA firms kickstart growth conversations, uncover fit, and connect with the right resources through the Profit Team at Whitman Transition Advisors. He brings over 20 years of experience in consultative sales and strategic partnerships across sectors. Known for building trust quickly and creating clarity in early decisions, Ben supports firms through the initial stages of M&A and advisory engagement. His approach is people-first and momentum-driven—focused on identifying opportunities and guiding next steps. Ben thrives on helping firm leaders move forward with confidence and aligned solutions.

Ben Nunes

Profit Team Managing Director – CPA

Larry Wachs

Profit Team Managing Director – CPA

lwachs@whitmantransition.com
LinkedIn

Larry is a seasoned transformation leader with over 30 years of experience helping CPA firms modernize, grow, and improve operations. He combines a background in public accounting and enterprise consulting to drive results in revenue strategy, succession planning, and firm sustainability. At WTA, Larry works closely with leadership teams to turn complex challenges into clear, actionable strategies. He’s passionate about aligning business goals with technology and process improvement to create real, lasting value. Known for his collaborative approach, Larry empowers firms to execute change with confidence and clarity.

Larry Wachs

Profit Team Managing Director – CPA