Have you registered for the Private Equity Summit yet? This is your sign to REGISTER! https://lnkd.in/guRXCF-9 Join us on November 20-21 in Chicago, where Philip Whitman, CPA, CEPA will be co-chairing this incredible event! This is your opportunity to connect with industry leaders, gain valuable insights, and explore innovative strategies that can elevate your business. If you haven't signed up yet, now's the time to secure your spot and be part of the conversation. Don’t miss out on this chance to learn from the best! #PrivateEquitySummit #PhilWhitman #Networking #BusinessGrowth #WhitmanTransitionAdvisors #IndustryInsights
关于我们
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.
- 网站
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https://www.whitmanbiz.com
Whitman Transition Advisors LLC的外部链接
- 所属行业
- 会计
- 规模
- 11-50 人
- 总部
- New York，NY
- 类型
- 私人持股
- 创立
- 2008
- 领域
- 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和Managing Partner Coaching
地点
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主要
获取路线
US，NY，New York，10017
Whitman Transition Advisors LLC员工
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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
Not getting accurate and timely numbers to make strategic business decisions? Let us help you! We work with business owners to increase profits. Our…
动态
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We're #hiring a new Tax Partner $300k in New York City Metropolitan Area. Apply today or share this post with your network.
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We're #hiring a new Partner - Auto Dealership Industry - CPA Firm in New York City Metropolitan Area. Apply today or share this post with your network.
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Whitman Transition Advisors LLC转发了
Phil Whitman on the expert panel at the Accounting Today PE Summit - floating the concept of firms taking a hard look in the mirror and building enterprise value BEFORE doing a PE transaction to reap the benefits down the road… If you want to learn how to increase your firm’s Enterprise Value, give me a call…..#WTAProfitTeam #WhitmanTransitionAdvisors
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What an incredible event! The Accounting Today Private Equity Summit was a game-changer for the industry, and we couldn’t be prouder of our very own Philip Whitman, CPA, CEPA for co-chairing such a dynamic and impactful conference alongside Bob Lewis and Allan Koltin. The energy, insights, and connections made were truly next-level. The future of accounting is looking brighter than ever, and we’re thrilled to be part of these important conversations! David Wolfskehl Terry Putney David E. Kells Jr.
*TRUSTED ADVISOR to the TRUSTED ADVISORS * TOP 100 MOST INFLUENTIAL PEOPLE in ACCOUNTING * Helping CPA Firms help their Clients through our C Suite IMPACT Group of Companies
What a great time at the Accounting Today Private Equity Summit! With over 300 attendees, the energy was off the charts as we swapped ideas, made new connections, and talked about the exciting future of the accounting world. Daniel Hood, Danielle Lee, Heather Nielsen and the rest of the staff at Arizent whipped up one of the most amazing conferences I have ever attended and presented at. It was such an honor to co-chair this event together with Bob Lewis of The Visionary Group and Allan Koltin of Koltin Consulting Group, Inc. The conversations about private equity were eye-opening—there’s so much opportunity out there, and we’re just getting started! A huge thank-you to our amazing sponsors and supporting sponsors for making this event possible: Aiwyn Canopy Choreo Citizens Crete Professionals Alliance E3Tech F3 Partners Intapp Karbon Platform Accounting Group Sagemont Advisors Shore Capital Partners Springline Advisory Thomson Reuters Windsor Path Wolters Kluwer - Aprio Fieldguide Hollinden Live Oak Bank MYCPE ONE Netgain Technology, LLC PracticePro 365 Selective Insight TOA Global Virtas Partners This summit was all about connections, ideas, and what’s next for the industry. Can’t wait to see what comes out of it! #PrivateEquity #PEsummit #BigIdeas #FutureOfAccounting
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Thinking about merging, retiring, or selling your CPA firm? Schedule your FREE consultation with Philip Whitman, CPA, CEPA and Terry Putney today to learn how we can help you find the best solution for your firm! Contact us now: Philip Whitman, CPA, CEPA: 212-983-0035 | [email protected] Terry Putney: 913-766-0877 | [email protected] #MergersAndAcquisitions #CPAIndustry #StrategicAdvisors #WhitmanTransitionAdvisors #MergerConsultation
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A huge shoutout to The Capital Grille team for helping us host an exceptional evening! Their dedication and professionalism ensured our guests had an incredible experience. We’re so thankful for opportunities like this to connect with industry leaders and strengthen relationships. Here’s to many more impactful nights ahead! Philip Whitman, CPA, CEPA Terry Putney David E. Kells Jr.
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!
One awesome night at The Capital Grille deserves a big shoutout to the incredible crew who made it all happen! It takes a lot to create a memorable evening, and this team went above and beyond to ensure our guests were happy and well taken care of. Philip Whitman, CPA, CEPA, Terry Putney, David E. Kells Jr. A huge thank you to Richard Kopelman, Alex Gajewski, Joseph Lerro, CPA, Victor Lerro, Scott Sarbey, Robert Fligel, Michael Cerami, John Glass, Charles McKisick, Ted Rose, Mike Williams, Sanjay Agarwal, Parth Gandhi, Jennifer Kim, Jim Brady, Colin O'Donnell, Michael Horwitz, Dirk Shimpach, CPA, Kim Wegner, CPA, CVA, CGMA, Tim Moy, John Fendley for joining us and to the amazing staff at The Capital Grille—your dedication, pride, and care for your work truly made this a standout experience. Kudos to the entire Capital Grille organization for fostering such a fantastic team. You helped turn a great day into an unforgettable night! #MakingAnImpact #CPANetworking #PESummit #PrivateEquity #NetworkingEvent
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Nobody had a dinner with the quality and quantity like ours last night after the Accounting Today PE Summit in Chicago! Whitman Transition Advisors LLC - led by Philip Whitman, CPA, CEPA, David Wolfskehl, David E. Kells Jr., and Terry Putney, hosted an incredible evening, bringing together a powerhouse of industry leaders for meaningful conversations, valuable insights, and new opportunities. We were thrilled to welcome attendees like Richard Kopelman, Alex Gajewski, Joseph Lerro, CPA, Victor Lerro, Scott Sarbey, Robert Fligel, Michael Cerami, John Glass, Charles McKisick, Ted Rose, Mike Williams, Sanjay Agarwal, Parth Gandhi, Jennifer Kim, Jim Brady, Colin O'Donnell, Michael Horwitz, Dirk Shimpach, CPA, Kim Wegner, CPA, CVA, CGMA, Tim Moy, John Fendley Thank you to everyone who made this dinner such a highlight of the summit! It was a true privilege to connect and collaborate with such an exceptional group. Here’s to continuing the conversations and creating opportunities together! #PESummit #Networking #Collaboration #WhitmanTransitionAdvisors #CPAIndustry Aprio, LerroSarbey, PLLC, RF Resources, LLC, CPA.com, RM Advisory Services LLC, Unison Globus, Rose Financial Solutions, Truvestments , Flexpoint Ford, Madison Dearborn Partners, LLC, BDO Alliance USA, goVirtualOffice, ERP Solution Provider, MBE CPAs, Jackson Thornton
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We're #hiring a new Tax Manager or Senior Tax Manager for CPA Firm in Garden City, New York. Apply today or share this post with your network.
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Our Whitman Transition Advisors LLC team - Philip Whitman, David Wolfskehl, Terry Putney, David E. Kells Jr. - had the pleasure of connecting with some incredible industry leaders at the Accounting Today PE Summit, including Tejas Shekhar of Macquarie Group, Daniel Urgelles and Camilo Maldonado of Windsor Path, Nishaad Ruparel of Ascend, Lee Cohen of LMC, Richard Kopelman of Aprio, and Robert Fligel of RF Resources, LLC. It was an inspiring exchange of ideas and opportunities, and a true reminder of the power of collaboration in shaping the future of the CPA and private equity spaces. Events like this are a testament to how much we can achieve when we share knowledge, insights, and a vision for growth. We’re looking forward to meeting even more colleagues and building new connections as the summit continues. If you’re attending, don’t hesitate to stop by and say hello—we’d love to hear from you! #PrivateEquitySummit #CPANetworking #CPAIndustry #WhitmanTransitionAdvisors
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