About Our Team

At Whitman Transition Advisors, we are passionate about helping CPA firms reach their full potential. Our team of experienced professionals have decades of experience working with top 100 CPA firms and provide a variety of services to help you achieve your goals. We offer comprehensive consulting services, including merger & acquisition, talent acquisition, succession planning, and advisory services.  Our expertise in all areas of CPA firm practice management makes us the one-stop shop for your CPA firm.

We work with CPA firms of all sizes and will help you identify areas of improvement and provide customized strategies for achieving your goals. We provide a full range of advisory services that help you take greater care of your clients without adding people or resources. These services are designed to seamlessly integrate with your existing workflows, allowing you to focus on what you do best while we take care of the rest.

Put your trust in our experts and let us help you transition into success! Contact us today and get started on the path to success.