Whitman Advisory delivers solutions designed to achieve your goals, create meaningful impact, enhance performance, navigate M&A opportunities, expand your Team Bios - Transition Accounting Advisors, LLC
Full Ep 24: Double Your Firm in 3 Months? PE-Backed Firms Are Doing It Whitman Advisory | LinkedIn Still think private equity is a passing trend in accounting? Think again. In this episode of Everything CPA and Private Equity, Phil
Whitman Transition Advisors Hosted by the seasoned team at Whitman Transition Advisors, this podcast breaks down complex topics, shares expert insights, and provides actionable advice to
Full Ep 2: How CPA Firms Can Maximize Value with Private Equity with David Kells Philip Whitman, CEO and President, Whitman Transition Advisors LLC Is it really possible to drastically increase your CPA firm's value in just 18 months? It may sound too good to be true, but with the
Full Ep 8: From $1M to $40M: What Private Equity Looks for in CPA Firms Is Private Equity the Future of CPA Firm Growth—or Just a Risky Shortcut? In this episode of Everything CPA and Private Equity, Full Ep 1: Insights and Opportunities in Private Equity for CPAs with Terry Putney
Whitman Business Advisors (WBA) is a national consultancy that specializes in succession planning strategies for CPAs and CPA firms. Is your CPA firm really ready for private equity—or just hoping for the best? SUBSCRIBE TO OUR PODCAST:
Can you grow fast, stay independent, and still put your people first? In this episode of Everything CPA & Private Equity, Ron Whitman Transition Advisors - IAPA International Full Ep 21: Are CPA Firms Losing Their Edge After PE Deals?
Navigating the Evolution of CPA Firm Valuations with Terry Putney In this insightful WTF podcast, Shawn Parikh (CEO & Co-Founder, MYCPE ONE) sits down with Philip Whitman (CEO & President,
Worried about how tariffs and market volatility could impact your CPA firm's future? In this special episode of Everything CPA Exclusive Dinner, hosted by Karbon, Whitman Transition Advisors
Could your firm's blind spots be the real dealbreaker in a PE transaction? LISTEN TO FULL EPISODE HERE: Whitman Transition Advisors LLC specializes in succession strategies for CPAs and CPA… · Location: New York. 500+ connections on LinkedIn. In this episode of Everything CPA and Private Equity, David Wolfskehl sits down with David Kells, leader of the Profit Team and
How Can CPA Firms Leverage Private Equity Without Losing Control? Private equity is reshaping the CPA industry, but many Full Ep 11: From $0 to a Top 30 Firm: The Ascend Growth Story
Ep 37: Ready, Set, Meet: Preparing Your Firm for Post–Tax Season Full Ep 3: What CPA Firms Need to Know About Private Equity Source: The October 15 tax deadline is behind you — but what now?
Full Ep 4: 2025 Insights Unlocking CPA and Private Equity Opportunities When you stop chasing deals and start chasing growth, everything changes. Philip Whitman joins Alex Reyes to share how Privacy Policy for Whitman Transition AdvisorsEffective Date: August 2024 At Whitman Transition Advisors (WTA), we are committed to protecting your privacy.
Full Ep 13: How to Make Your CPA Firm More Valuable in Just 18 Months Philip Whitman, CPA - New York, New York, United States
Full Ep 19: What Makes a Firm ESOP-Ready? Real Talk for CPA Leaders Full Ep 14: Is your EBITDA holding you back from big deals? Everything CPA and Private Equity with Phil Whitman and David
Whitman Transition Advisors is a national consulting firm that works exclusively with the accounting profession to develop customized solutions. The Private Equity Boom in Accounting: Insights from Philip Whitman
Full Ep 16: Smaller CPA Firms Are Winning Big in Mergers! New Year, New Opportunities in CPA & Private Equity! LISTEN TO THE FULL EPISODE HERE:
Full Ep 9: A Year to Transform: How CPA Firms Can 5X Their Valuation Full Ep 7: Exploring Private Equity's Role in Transforming the Accounting Industry Is Private Equity Killing Quality in Accounting? Let's Set the Record Straight. In this episode, join David Wolfskehl, Phil Whitman,
Is an ESOP the right next step for your CPA firm? In this episode of Everything CPA and ESOP, David Wolfskehl is joined by Thinking about taking chips off the table or positioning your CPA firm for strategic growth? In this episode of Everything, CPA and
Full Ep 17: Tariffs, Markets & M&A: A Wake-Up Call for CPA Firm Owners Full Ep 25: What Happens When You Build a Firm Around People, Not Just Profit
Joel Sinkin is the Managing Director of Whitman Advisors, LLC a firm that consults on growth and succession through Mergers & Acquisitions and other methods Are you a CPA or firm exploring private equity partnerships? LISTEN TO THE FULL EPISODE HERE:
Is your EBITDA the real reason your firm isn't reaching its full potential? In this episode, hosts Phil Whitman and David Wolfskehl On this episode, we are joined by Terry Putney, Managing Director of Whitman Transition Advisors LLC, as we talk about the his Full Ep 26: From Startup to $300M: Inside a New PE Model for CPA Firms
Succession and M&A Resource Center - About Whitman Transition Full Ep 23 - Built Boutique: How Platform Accounting Quietly Scaled 50+ Firms What happens when a firm chooses legacy, culture, and long-term growth over flashy headlines and fast exits? In this episode of
Whitman Transition Advisors LLC Careers and Employment | Indeed About us · Website: http://www.whitmanadvisory.com · Industry: Accounting · Company size: 11-50 employees · Headquarters: New York, NY · Type: Privately Held.
Transition Advisors Popular Roles · Senior Auditor. $149,206 per year. 33 salaries reported · Tax Partner. $303,904 per year. 14 salaries reported · Tax Manager. $150,886 per year.
Privacy Policy - Whitman Transition Advisors What happens when a CPA sees the gap—and decides to build the solution? In this episode of Everything CPA and Private
Is private equity the future of accounting—or just a passing trend? Join hosts David Wolfskehl and Phil Whitman as they engage in Business Champions with Paul Lajoie of BizBuyPro & Brian Sexton is a compelling segment of Daily Biz Brief that celebrates the
Business Champions with Philip Whitman of Whitman Transition Advisors LLC Join Karbon, Whitman Transition Advisors, and Netgain for an exclusive dinner at one of Chicago's premier steakhouses, Smith & Wollensky, during the Accounting
Are you a $1M–$5M CPA firm thinking private equity isn't for you? Think again. In this episode of Everything CPA and Private Full Ep 22 - How Frazier & Deeter Turned Caution into Confidence