Whitman Transition Advisors LLC

Whitman Transition Advisors Announces Weekly Podcast Series: “Everything CPA and Private Equity” Exploring the Intersection of Private Equity and the Accounting Profession New Jersey — December 2024 — Whitman Transition Advisors (WTA), the largest consulting firm supporting CPA firms in the U.S., is excited to announce the launch of a weekly podcast series titled Everything CPA and Private Equity. Hosted by David Wolfskehl, COO, and Philip Whitman, CPA, CEPA, CEO, and President of WTA, the podcast will dive deep into the evolving relationship between private equity and the accounting profession. With the rapid rise of private equity activity in the CPA industry, Everything CPA and Private Equity will be a go-to resource for firm leaders, advisors, and stakeholders looking to stay ahead of the curve. Each episode will feature candid conversations about emerging trends, key opportunities, potential pitfalls, and actionable insights from industry leaders. “Private equity is reshaping the accounting industry profoundly,” said David. “Our goal with this podcast is to unpack the complexities, demystify the process, and empower CPA firms to leverage these changes for growth and success.” Phil added, “This podcast will not only educate but also inspire firms to think strategically about their future. We’re bringing a wealth of expertise and real-world examples to the table, making Everything CPA and Private Equity an indispensable tool for firms navigating this dynamic landscape.” What to Expect: - Expert Insights: Hear from top private equity professionals, CPA firm leaders, and advisors.  - Industry Trends: Explore how private equity influences firm mergers, acquisitions, and growth strategies.  - Real-World Applications: Learn actionable strategies that firms can adopt to capitalize on opportunities in the private equity space. The podcast will air weekly; episodes will be available on major streaming platforms, including Spotify and Apple Podcasts. Follow us on Linkedin and subscribe to our YouTube channel to watch more episodes. Special Announcement: To mark the launch, we are excited to announce that our first guest will be Terry Putney, Managing Director at WTA. Terry will share his invaluable insights on private equity's transformative impact on the CPA profession and what it means for firms like yours. We can’t wait to continue the conversation with you! Stay tuned for our premiere episode, featuring exclusive highlights from Chicago and Terry’s expert perspective. About Whitman Transition Advisors:  WTA is the largest and most comprehensive consulting firm supporting CPA firms across the U.S. With a proven track record in driving strategic outcomes, WTA specializes in mergers and acquisitions, growth planning, and private equity partnerships. For more information about Everything CPA and Private Equity or to subscribe, please visit https://lnkd.in/gdRhXD2E or contact David Wolfskehl at dwolfskehl@csuiteimpact.com.

Whitman Transition Advisors LLC is in the spotlight! Our very own Philip Whitman, CPA, CEPA was recently featured on Business Champions with The Buzz Daily News Network, where he shared insights into what it takes to lead CPA firms through growth, transition, and long-term success. From succession planning to mergers and profitability strategies, Phil breaks down how Whitman Transition Advisors LLC supports firms at every stage of their journey! Don’t miss this episode—watch now: https://lnkd.in/gZJZ7ySd #WhitmanTransitionAdvisors #CPAIndustry #FirmLeadership #SuccessionPlanning #AccountingProfession

Too many CPA firm owners treat succession planning like a medical condition—if they ignore it, maybe it’ll go away. Spoiler alert: it won’t. Bill Carlino helps leaders avoid that fate by guiding them through practical, future-ready solutions. From internal succession to strategic mergers, there are more options today than ever before—if you act early. Don’t wait for retirement to become a crisis. Read Bill Carlino’s full article for real-world insights and what firms should be doing now! #SuccessionPlanning #CPALeadership #FirmGrowth #AccountingAdvisory #MergersAndAcquisitions

NEW EPISODE --> https://lnkd.in/gvYkCR9f Are you a $1M–$5M CPA firm thinking private equity isn’t for you? Think again.   In this episode of Everything CPA and Private Equity, David Wolfskehl and Philip Whitman, CPA, CEPA dig into why smaller, profitable firms are more valuable than ever—and how geography, succession planning, and firm mindset play a bigger role than you think.   In this episode, you will be able to: •Understand why valuations for smaller CPA firms are on the rise •Learn how profitability trumps size when it comes to private equity interest •Discover why “flying under the radar” is no longer a winning strategy •Get real-world examples of firms turning modest revenue into major value •Explore how succession and talent struggles are actually attracting investors   Don’t miss this powerful conversation—listen to the full episode now and discover what’s possible for your firm.   #CPA #PrivateEquity #FirmValuation #SuccessionPlanning #MergersAndAcquisitions

Growth like this doesn’t happen overnight. Struggling to scale your CPA firm while staying grounded in strong leadership? You’re not alone. In this Everything CPA and Private Equity podcast snippet, Philip Whitman, CPA, CEPA and David Wolfskehl sit down with Glenn Friedman—long before Prager Metis CPAs became a Top 100 firm. His journey from modest beginnings to powerhouse status is a testament to vision, perseverance, and leadership that lasts. Tune in for an inspiring conversation that proves real relationships and strategic moves drive long-term success! https://lnkd.in/gh4zMnGV #CPAFirmGrowth #LeadershipJourney #StrategicPlanning #Top100Firms #WTAInsights

Please join us in celebrating Laurence Whittam, Managing Director of our strategic partner Impact Global Solutions, on being named one of CPA Practice Advisor’s 2024 20 Under 40 Influencers Impacting the Accounting Profession! Laurence is a force in the profession—helping CPA firms scale through smart, customized outsourcing solutions and an unwavering commitment to firm success. His leadership and innovation continue to make a major impact on how the profession grows and evolves. We’re proud to collaborate with leaders like Laurence who are driving transformation across the accounting world. Watch for the official announcement on cpapracticeadvisor.com! #20Under40 #AccountingLeadership #StrategicPartnerships #OutsourcingSolutions #WhitmanTransitionAdvisors #FirmGrowth #NextGenCPA #ImpactGlobalSolutions

Is your firm ready for the right kind of growth? Not all private equity firms are created equal. Some focus on long-term, sustainable success, while others chase quick wins. Choosing the right partner can make or break your firm’s future. Ready to explore the options? Contact Philip Whitman, CPA, CEPA today and let’s talk strategy! #PrivateEquity #GrowthStrategy #LongTermSuccess #BusinessGrowth #FirmDevelopment

FREE CONSULTATION --> https://lnkd.in/gBUEWeHj Thinking about a merger? Clear communication is key! When you’re bringing teams together, it’s not just about numbers—it’s about making sure everyone is aligned and moving in the same direction. Starting with open, honest conversations can prevent confusion down the line and ensure a smoother transition. Ready to dive deeper? Reach out to Philip Whitman, CPA, CEPA—we’re here to help you navigate the merger process with clarity and confidence! #MergersAndAcquisitions #Leadership #BusinessGrowth #ClearCommunication #SmoothTransition

Feeling stuck trying to make outsourcing work for your firm? You’re not alone—and you’re likely missing a few critical steps. Comment “GROW” below to receive your free download! Before you sign the next contract or onboard another offshore resource, make sure your foundation is solid. Our free guide, The Ins & Outs of Outsourcing, walks you through proven best practices that reduce risk, boost efficiency, and improve results across the board. This isn’t just theory—it’s what works in real CPA firms like yours! #OutsourcingSuccess #CPAFirmSupport #AccountingStrategy #ProcessImprovement #ImpactGlobalSolutions

“Private equity isn’t inherently good or bad—it all depends on who’s behind it and what their long-term vision is.”- David Wolfskehl, Partner at Whitman Transition Advisors LLC Private equity is often seen as a game-changer in the business world, but its impact varies depending on the vision of the people driving it. It’s not just about the funds—they can be a tool for growth, transformation, and long-term success when managed with the right vision! Tune in to hear more about how aligning long-term goals with private equity can shape the future of your firm! #PrivateEquity #StrategicGrowth #ThoughLeadership #BusinessSuccess #CPAandPrivateEquity