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About Us
Who We Are
  • Our Partners
  • Our Team
  • Awards & Recognition
  • Media Relations
  • Events
Services
Mergers & Succession Planning
  • Mergers & Acquisitions
  • Exit & Succession Planning
  • Private Equity Advisory Support
  • Funding Solutions
Enhancing Profit
  • CFO Solutions
  • Human Resources Management
  • Learning and Development
Talent Solutions
  • Talent Acquisition & Solutions
  • Offshoring Strategy Planning & Support
  • CFO Solutions
    • CFO Executive Search
    • Fractional CFO Services
    • Interim CFO Services
Advisory Services
  • Legal Resources
  • Private Equity Advisory Support
  • Funding Solutions
  • Global Strategy
Industries
Who We Are
  • U.S. CPA/ Accounting Firms
  • Private Equity Firms
  • Privately Held Businesses
  • Managed Service Providers (MSP)
Insights & Resources
Client Stories
Careers
Contact Us
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1 (844) 922-8326

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info@whitmanadvisory.com

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CPA Leadership Group, LLC Launches Leadership Platform to Drive Scalable Growth for Top CPA Firms

CPA Leadership Group, LLC Launches Leadership Platform to Drive Scalable Growth for Top CPA Firms   Press Release, May 7, 2026 CPA Leadership Group, LLC Launches Leadership Platform to Drive Scalable Growth for Top CPA Firms CPA Leadership Group, LLC today...

Whitman Advisory Announces Interim CFO Services to Support Businesses During Leadership Transitions

Whitman Advisory Announces Interim CFO Services to Support Businesses During Leadership Transitions   Press Release, February 18, 2026 Whitman Advisory LLC launches Interim CFO Services, providing expert financial leadership during transitions, growth, or crises...

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The Independent CPA Firm Podcast: Your Source to Thrive in Today’s Market

We’re excited to kick off our very first episode of The Independent CPA Firm Podcast: Your Source to Thrive in Today’s Market! Host Dave Kells is joined by Tavi Meketon from the Profit Team at Whitman Transition Advisors to explore how firms can grow, evolve, and stay...

Everything CPA and Private Equity with Phil Whitman and David Wolfskehl

Episode Description The October 15 tax deadline is behind you — but what now? After months of nonstop work, long nights, and extension filings, many CPA firm leaders finally exhale… only to face the real question: Now that the rush is over, is your firm actually ready...
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  • Why Mid-Market Growth Requires a New Era of Financial Leadership
  • Whitman Advisory Announces Interim CFO Services to Support Businesses During Leadership Transitions

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