WELCOME TO WHITMAN ADVISORY.
Focused on Goals,
Driven by Impact.
Providing tailored solutions that enhance performance, achieve goals, and create a lasting impact for our clients.
Podcast
The Independent CPA Firm Podcast: Your Source to Thrive in Today’s Market
Article
Empowering Businesses through Transformative Journey
Podcast
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl
Article
Navigating Change with Confidence: The Expertise of Whitman Transition Advisors
Podcast
Business Beyond Borders: Impactful Insights for CPAs
Article
Navigating Financial Success: How Our Accounting Firm Ensures Your Prosperity
Article
Smooth Sailing Ahead: Navigating Business Transitions With Whitman Transitions Advisors
ABOUT US
Making an Impact Together.
Whitman Advisory delivers solutions designed to achieve your goals, create meaningful impact, enhance performance, navigate M&A opportunities, expand your talent pool, assist accounting and advisory firms, and proactively help you secure future opportunities.
SERVICES & INDUSTRIES
How Can We Help?
Learn how we can help your organization by selecting your topic of interest.
Our Services
Our Industries
Industries
Client Stories
Driving Impact, One Client at a Time.
How a Part-time CFO Transformed GEMCO’s Finance
Interim CFO
Gemco, an engineering and design company specializing in vacuum tumble dryers and tumble mixers, regained strategic financial leadership and clarity by bringing in a part-time CFO from Whitman CFO Solutions.
How a Fractional CFO Helped a NJ Home Builder Turn Chaos Into Clarity
Fractional CFO Services
A New Jersey home builder stabilized its business by bringing in a Fractional CFO to fix past financial issues, restore lender and IRS credibility, and create clear financial visibility. The result was a confident, bank-ready organization positioned for sustainable growth with a permanent finance leader in
The Right Resources at The Right Time
Fractional CFO Services
A company undergoing a major ESOP transformation stabilized operations and built lasting financial leadership by strategically leveraging a fractional CFO.
The Right Finance Leadership at the Right Time
Interim CFO
A client navigating a critical acquisition gained financial stability and a smooth integration by leveraging a combination of interim, fractional, and permanent finance leadership.
Hiring Win: The Strategic Turnaround
Interim CFO
A PE-backed services company faced unclear cash flow, unreliable reporting, and an unexpected CFO exit. We helped them regain control and clarity of their finances by placing a strategic interim CFO.
Project Manager for a Move
Advisory Services
Legal Resources successfully managed the law firm’s office moves with no issues or lost billable hours.
INSIGHTS & RESOURCES
Stay Ahead With Our Insights.
Whitman Advisory Announces Interim CFO Services to Support Businesses During Leadership Transitions
Press Release
Whitman Transition Advisors and C-Suite IMPACT Unite to Form Whitman Advisory LLC
Press Release
The Independent CPA Firm Podcast: Your Source to Thrive in Today’s Market
Enhancing Profit
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl
Mergers & Succession Planning
Business Beyond Borders: Impactful Insights for CPAs
Advisory Services
How Global Talent Supports Seasonal Tax Spikes
Advisory Services
The Scalability Problem Most CPA Firms Face
Article
Bitcoin fund launches for CPA firms’ high-net-worth clients
Media ClipsCAREERS
Career Impact.
Are you energized by bold ideas and want to make a real impact? Explore our open opportunities.