Struggling to Find the Right M&A Solution for Your Firm? Let Philip Whitman, CPA, CEPA and Terry Putney make your firm's goals a reality! Whether you're a large, small, or mid-size firm, we have the right mergers and acquisitions strategy for you. Whether you want to merge, seek investment, keep your firm's name, retire, or take some chips off the table, we've got you covered. Phil Whitman: 212-983-0035 or [email protected] Terry Putney: 913-766-0877 or [email protected] #MergersAndAcquisitions #CPAFirmGrowth #StrategicSolutions #CPAMergers #CPAInvestment
Whitman Transition Advisors LLC
Accounting
New York, NY 11,111 followers
Because it's your Life!
About us
WHITMAN TRANSITION ADVISORS is a national consultancy that specializes in succession planning strategies for CPAs and CPA firms. WHITMAN TRANSITION ADVISORS provides merger and acquisition, strategic talent acquisition and practice management consulting services to small, medium and large firms; from sole practitioners to world-class global firms. We understand the industry and have solid relationships with leadership at many small, medium and Top 100 firms in the country. We pride ourselves in our consultative approach to hiring and practice growth through Mergers & Acquisitions. As a result of our relationships we are able to find you the best new partner for your firm, the best new partner position for yourself, or the best merger firm for your practice.
- Website
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http://www.whitmanbiz.com
External link for Whitman Transition Advisors LLC
- Industry
- Accounting
- Company size
- 11-50 employees
- Headquarters
- New York, NY
- Type
- Privately Held
- Founded
- 2008
- Specialties
- CPA Firm Merger & Acquisition, Partner Talent Acquisition, Partner Retreat Facilitation, Practice Management Consulting, Lead Generation Services, Training & Coaching, Practice Growth Multiplier, Business Plan Creation, Sustainability Studies, Partner Compensation Consulting, Outplacement Services, Business Development Training, Future Leadership Training, CPA Firm International Association Consulting, Post Merger Integration Consulting, Pre-Merger Readiness Assessments, Technology Assessments, Human Resource Department Assessments, Risk Management Consulting, and Managing Partner Coaching
Locations
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Primary
New York, NY 10017, US
Employees at Whitman Transition Advisors LLC
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David Wolfskehl
Creating new opportunities and expanding connections. These are what's most important to me. If you want to join or partner with our team, let's chat!
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Joel Sinkin
Partner, Whitman Transition Advisors, LLC; Experienced Strategist, Advisor, Facilitator, Educator and Author
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David E. Kells Jr.
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Wendy Barlin CPA
Offering a Done For You Service - Helping Professional Service Firm Owners go from Frustration to Freedom. Operations, Systems, Processes and Profit…
Updates
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Start transforming your practice with Philip Whitman, CPA, CEPA today! Practice management consulting can revolutionize your CPA firm's efficiency by optimizing workflows, reducing overhead costs, and enhancing team productivity. Unlock the secrets to streamlined operations and accelerated growth with Whitman Transition Advisors LLC. #PracticeManagement #CPAFirms #CPAFirmAdvisory #CPAFirmGrowth
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Whitman Transition Advisors LLC reposted this
Exciting opportunity for a Tax Partner specializing in HNW clients! If you have the expertise and are ready to take the next step in your career, apply directly through this link https://lnkd.in/gQxEjhR8 or send your resume to [email protected]. Don’t miss out on this chance to join a top firm! #TaxPartner #HNWClients #PublicAccounting #CareerOpportunity #ApplyNow #AccountingCareers #JobOpening #JoinOurTeam #WhitmanTransitionAdvisors #CPAJobs Feel free to connect with our amazing WTA Talent team below Kirk Lastierre Tarun Verma Richard Fisher Don Leavy Kim Nguyen
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Whitman Transition Advisors LLC reposted this
We are seeking a seasoned Tax Partner with expertise in Private Client Services and Trust & Estate to join our client, a top-tier firm. If you're ready to take the next step in your career, we encourage you to apply. 👉 Apply directly here: https://lnkd.in/gVPqcNxz or send your resume to [email protected]. Don't miss this chance to advance your career with a leading firm. ----- #TaxPartner #HNWClients #PublicAccounting #CareerOpportunity #ApplyNow #AccountingCareers #JobOpening #JoinOurTeam #WhitmanTransitionAdvisors #CPAJobs
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Whitman Transition Advisors LLC reposted this
We are seeking an experienced Audit Manager to join our client’s prestigious firm, based in Florida. This role offers a flexible hybrid working arrangement, allowing you to balance your career and lifestyle. 👉 Apply directly here: https://lnkd.in/gJN5aT4b or send your resume to [email protected]. Elevate your career with a top-tier firm that values excellence and work-life balance. ------ #AuditManager #PublicAccounting #CareerOpportunity #ApplyNow #AccountingCareers #JobOpening #JoinOurTeam #WhitmanTransitionAdvisors #AuditJobs #FloridaJobs
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We're #hiring a new Tax Partner - Private Client Services (PCS) and Trusts & Estates (T&E) in New York City Metropolitan Area. Apply today or share this post with your network.
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Navigating private equity complexities in your CPA firm? Join us at the Accounting Today's Private Equity Summit for expert guidance, including from our very own Philip Whitman, CPA, CEPA! https://lnkd.in/gY2Fg5YY This event promises a packed agenda designed to enhance your strategic approach to private equity investments. Dive into sessions focused on industry best practices, operational strategies, and networking opportunities tailored for CPA firm growth. For detailed agenda and registration, visit here: https://lnkd.in/gY2Fg5YY #PESummit #AccountingToday #PrivateEquity #CPAIndustry #StrategicGrowth
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Whitman Transition Advisors LLC reposted this
Exciting opportunity for a Tax Partner specializing in HNW clients! If you have the expertise and are ready to take the next step in your career, apply directly through this link https://lnkd.in/gQxEjhR8 or send your resume to [email protected]. Don’t miss out on this chance to join a top firm! #TaxPartner #HNWClients #PublicAccounting #CareerOpportunity #ApplyNow #AccountingCareers #JobOpening #JoinOurTeam #WhitmanTransitionAdvisors #CPAJobs Feel free to connect with our amazing WTA Talent team below Kirk Lastierre Tarun Verma Richard Fisher Don Leavy Kim Nguyen
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We're #hiring a new Tax Senior Manager Hybrid / $125K - $185K in Melville, New York. Apply today or share this post with your network.
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Whitman Transition Advisors LLC reposted this
Wishing everyone a joyful and relaxing Labor Day! Your hard work makes the world go round—today is all about celebrating you. Have a fantastic day! #LaborDay #CelebrateWork
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