Insights & Resources
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Discover fresh insights and perspectives from Whitman, and stay current on the trends shaping business’s future.
Understanding Ownership Transitions: Key Considerations for Business Owners
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The Ideal Candidate for an Ownership Transition
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The Benefits of Employee Ownership: Culture, Profitability, and Employee Engagement
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Selling In, Not Selling Out: How to Communicate an Ownership Transition With Confidence
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Preparing the Next Generation of Leaders
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Hard Costs vs. Soft Costs for Law Firms: Billing, Accounting, and Client Transparency Ownership Governance: Who Has a Vote vs. Who Has a Voice?
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Ownership Governance: Who Has a Vote vs. Who Has a Voice?
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Law Firm Business Development: Strategies to Drive Growth and Strengthen Client Relationships by Barry Jackson
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The Benefits of ESOPs: Culture, Profitability, and Employee Engagement
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The Ideal Candidate for an ESOP
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Understanding ESOPs: Key Considerations for Business Owners
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7 Legal Billing Strategies That Can Strengthen Client Relationships and Firm Profitability by Barry Jackson
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Succession Planning for CPA Firms: Why It’s an Ongoing Process
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The Right Metrics: Driving Performance and Profitability in CPA Firms
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KPI Optimization for CPA Firms: A Practical Guide to Tax, Accounting, and HR Performance
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How Non-Traditional Mergers Benefit CPA Firm Owners of All Ages
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How CPA Firms Can Scale Profitably with Global Talent Solutions
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The HIRE Act: What CPA Firms Need to Know About the Proposed Outsourcing Tax
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Why Mid-Market Growth Requires a New Era of Financial Leadership
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How Global Talent Supports Seasonal Tax Spikes
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The Scalability Problem Most CPA Firms Face
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Outsourcing Strategy for CPA Firms: How to Maximize Efficiency Without Losing Control
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How to Prevent Outsourcing Mistakes in Accounting Firms
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Demystifying Outsourcing and Offshoring: What CPA Firms Need to Know
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Expanding Horizons: How CPA Firms Can Harness Offshoring for Sustainable Growth
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Charting a Course: Navigating Offshoring for CPA and Accounting Firms
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Behind the Scenes: Exploring Offshoring Companies
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Unlocking Opportunities: The World of Offshoring Jobs
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Offshoring vs Outsourcing: What CPA Firms Need to Know
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How Networking Can Give You a Competitive Edge
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Mastering the Process of M&A: A Step-by-Step Guide for Business Leaders
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Building Trust: The Foundation of Effective Leadership
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The Power of Emotional Intelligence in Leadership
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Revolutionizing Leadership: The Leadership Style Companies Often Miss
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Leadership in Times of Remote Work: Strategies for Leading Virtual Teams
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Lead with Impact: Harnessing Three Essential Skills
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Thought Leadership: Beyond Buzzwords to Authentic Influence
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Cultivating Inspiring Leadership: Unlocking Six Key Qualities
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Empowering Businesses through Transformative Journey
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Smooth Sailing Ahead: Navigating Business Transitions with Whitman Transitions Advisors
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Navigating Financial Success: How Our Accounting Firm Ensures Your Prosperity
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Navigating Change with Confidence: The Expertise of Whitman Transition Advisors
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Preparing for a New Role: Mapping Your Journey to Success
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CLIENT RELATIONSHIP MANAGEMENT
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Building a Strong, Skilled Team Attracting and Retaining Top Talent in a CPA Firm
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Nice to Haves” from Your Non-Negotiables
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How to Conduct Due Diligence During the New Normal?
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