Finding Investors can be TOUGH - Let us help you find the right solution! Whether you're a small firm or a large one, strategic investors are looking to invest in your business. The best part? We're paid by the investor, so it costs you nothing! Contact Our Experts: Philip Whitman, CPA, CEPA: 212-983-0035 or pw@whitmantransition.com Terry Putney: 913-766-0877 or tputney@whitmantransition.com Maximize your growth potential without any cost to you! #StrategicInvestors #FirmGrowth #InvestmentOpportunities #CPAFirms #BusinessGrowth
Whitman Transition Advisors LLC
Accounting
New York, NY 10,607 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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We're #hiring a new Tax Manager - CPA Firm - $100-150k/Onsite in Woodbury, New York. Apply today or share this post with your network.
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Struggling to Boost Your Firm's Profits? At Whitman Transition Advisors LLC, our Profit Team isn't just about crunching numbers. We focus on driving tangible results for our clients. With a client-centric mindset, we collaborate tirelessly to identify opportunities that maximize your bottom line and enhance your firm's success. Ready to transform your profitability? Book a meeting to learn more! #ProfitTeam #ClientCentric #BusinessGrowth #CPAFirm #MaximizeProfits #CPAExcellence
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We're #hiring a new M&A Advisor in United States. Apply today or share this post with your network.
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Whitman Transition Advisors LLC reposted this
NETWORK WITH THOUGHT LEADERS! Register here: https://lnkd.in/gdkveVJX Join us for an unforgettable networking event! Get ready for the Power Hour on July 23 at 4:30 pm EST, a virtual gathering hosted by C-Suite IMPACT. Led by CEO David Wolfskehl, this exclusive event brings industry professionals and thought leaders together for engaging discussions on relevant business topics. Don't miss your chance to network with leaders and become part of the C-Suite IMPACT community. Register now to secure your spot: https://lnkd.in/gdkveVJX #ThoughtLeaders #CPAFirm #NetworkingEvent #PeopleFirst
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Empower your team to reach new heights with Whitman Transition Advisors LLC's specialized Training & Coaching programs! From skill enhancement and leadership development to personalized coaching, we provide the tools your team needs to excel. Ready to see your team thrive? Book a meeting with Philip Whitman, CPA, CEPA today! #TeamGrowth #LeadershipDevelopment #SkillEnhancement #PersonalizedCoaching
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Be a part of the Whitman Transition Advisors Job Community! Are you ready to elevate your career in a community that values innovation, collaboration, and excellence? Discover exclusive job opportunities, gain invaluable insights from industry leaders, and access continuous learning and development programs. At Whitman Transition Advisors LLC, we believe in fostering growth and supporting your professional journey. Be part of a forward-thinking team that is committed to your success! Find out more at: https://lnkd.in/gSHP7Q42 #WTAJobCommunity #CareerGrowth #ContinuousLearning #ProfessionalDevelopment
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We're #hiring a new Audit Manager - LI CPA Firm - $125-150K in Woodbury, New York. Apply today or share this post with your network.
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Identifying and developing the right leadership team can be challenging, but our expertise ensures that firms make informed decisions that align with their long-term goals. At Whitman Transition Advisors LLC, we understand that effective succession planning is crucial for the longevity and success of any firm. Whether it's developing internal talent or exploring merger opportunities, we guide firms through these critical transitions! Need help with succession planning? Contact Terry Putney today! Visit us at www.whitmantransition.com #SuccessionPlanning #LeadershipDevelopment #CPAFirmSuccess #StrategicMergers