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 11,152 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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Struggling with the complexities of M&A? Contact Philip Whitman, CPA, CEPA today to simplify your process! Prioritizing thorough due diligence and clear communication not only helps you identify potential risks but also fosters trust among all parties involved. These essential steps can significantly enhance your chances of a successful transaction. Ready to enhance your M&A strategy? Let Whitman Transition Advisors LLC help! #TipOfTheWeek #MergersandAcquisition #DueDiligence #ClearCommunication #CPAFirmGrowth
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Whitman Transition Advisors LLC reposted this
𝗦𝗲𝗻𝗶𝗼𝗿 𝗔𝘂𝗱𝗶𝘁 𝗔𝘀𝘀𝗼𝗰𝗶𝗮𝘁𝗲 - 𝗛𝗲𝗮𝗹𝘁𝗵𝗰𝗮𝗿𝗲 We are excited to announce a fantastic opportunity with a top CPA partner firm! We’re looking for a Senior Audit Associate with a focus on the healthcare sector. While the primary office is in Harrison, NY, you can also be based out of our Woodcliff Lake or Cranford, NJ offices. 𝗞𝗲𝘆 𝗗𝗲𝘁𝗮𝗶𝗹𝘀: Position: Senior Audit Associate – Healthcare Location: Hybrid (Harrison, NY; Woodcliff Lake, NJ; Cranford, NJ) Requirements: 3+ years of progressive audit experience in public accounting, with a strong background in Healthcare and Not-for-Profit industries. CPA required. Responsibilities: Conduct audits for healthcare clients, ensure compliance and accuracy, and contribute to client engagement and project management. Know someone who might be interested? Feel free to share! Connect with Kim Nguyen or Marie S. to learn more about this exciting role and the firm. ----- #SeniorAuditAssociate #HealthcareAudit #CPAJobs #PublicAccounting #CareerOpportunity #HealthcareCareers #WhitmanTransitionAdvisors #AuditJobs #JoinOurTeam
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Whitman Transition Advisors LLC reposted this
𝗦𝗲𝗻𝗶𝗼𝗿 𝗧𝗮𝘅 𝗔𝘀𝘀𝗼𝗰𝗶𝗮𝘁𝗲 - 𝗦𝗔𝗟𝗧 We’re excited to announce an excellent opportunity with a top CPA partner firm! We’re looking for a Senior Tax Associate specializing in State and Local Tax (SALT) to join our Stamford, CT office. 𝗞𝗲𝘆 𝗗𝗲𝘁𝗮𝗶𝗹𝘀: Position: Senior Tax Associate – SALT Location: Stamford, CT Requirements: BA/BS in Accounting (MST is a plus), 2-3 years of progressive experience in State and Local Tax. CPA firm experience preferred. CPA or EA certification is a plus. Responsibilities: Oversee SALT compliance and consulting for clients, ensuring timely and accurate tax filings, while providing strategic tax planning and advisory services. If this role sounds like the perfect fit for you, or if you know someone who may be interested, please share! Connect with Kim Nguyen or Marie S. to learn more about this opportunity and the partner firm. ----- #SeniorTaxAssociate #SALT #TaxCareers #CPAJobs #StateAndLocalTax #PublicAccounting #WhitmanTransitionAdvisors #CareerOpportunity #JoinOurTeam
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We're #hiring a new Tax, Director/Partner, Financial Services - $200k up to $500k+ in New York. Apply today or share this post with your network.
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Struggling to drive growth and achieve outstanding results? Let Philip Whitman, CPA, CEPA of Whitman Transition Advisors LLC guide you towards success! Success in accounting relies on more than just numbers—it’s built on strategic insight, skilled talent, and effective collaboration. Strengthen these foundations to overcome challenges and elevate your firm’s performance. #AccountingSuccess #StrategicInsight #SkilledTalent #EffectiveCollaboration #WhitmanTransitionAdvisors #FirmGrowth
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Whitman Transition Advisors LLC reposted this
𝗦𝗲𝗻𝗶𝗼𝗿 𝗔𝘂𝗱𝗶𝘁 𝗔𝘀𝘀𝗼𝗰𝗶𝗮𝘁𝗲 - 𝗚𝗼𝘃𝗲𝗿𝗻𝗺𝗲𝗻𝘁 𝗚𝗿𝗼𝘂𝗽 Join a top CPA partner firm as a Senior Audit Associate in a flexible hybrid role, with remote work and an in-office presence in Harrison, NY. 𝗞𝗲𝘆 𝗗𝗲𝘁𝗮𝗶𝗹𝘀: Location: Hybrid (Remote and Harrison, NY office) Requirements: Experience in the government industry with a strong background in audit practices. CPA preferred. Responsibilities: Conduct audits and provide insights for clients in the government sector, ensuring compliance and accuracy. If this sounds like the right fit for you, or if you know someone who may be interested, feel free to share! Connect with Kim Nguyen and Marie S. to learn more about the role and the partner firm. ----- #SeniorAuditAssociate #CPAJobs #GovernmentAudit #PublicAccounting #CareerOpportunity #AuditCareers #WhitmanTransitionAdvisors #AuditJobs #JoinOurTeam
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Whitman Transition Advisors LLC reposted this
𝗔𝘂𝗱𝗶𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗿 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆 We are seeking a skilled Audit Manager to join a top-tier CPA firm. This role offers flexibility with both remote and in-office work at the Bethesda, MD office. 𝗞𝗲𝘆 𝗗𝗲𝘁𝗮𝗶𝗹𝘀: Location: Hybrid (Remote and Bethesda, MD office) Requirements: CPA required, with extensive experience in heavy construction and affordable housing audit work. If you’re ready to lead and oversee audit services while contributing to a firm that values growth and flexibility, this is the opportunity for you. Feel free to tag someone you know who might be a great fit. Connect with Kim Nguyen and Marie S. to learn more about the role and the partner firm. ----- #AuditManager #CPAJobs #PublicAccounting #ConstructionAudit #RealEstateAudit #CareerOpportunity #AccountingCareers #WhitmanTransitionAdvisors #AuditJobs #JoinOurTeam
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We're #hiring a new Audit Manager in Jacksonville, Florida. Apply today or share this post with your network.
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We're #hiring a new Tax Manager in United States. Apply today or share this post with your network.