# Whitman Advisory: Focused on Goals, Driven by Impact\.

> Achieve successful CPA firm mergers and acquisitions, exit planning, and succession with Whitman Advisory's specialized M\&A team\.

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## Pages
- [Events](https://whitmanadvisory.com/events/)
- [Contact Us](https://whitmanadvisory.com/contact/)
- [Awards \& Recognition](https://whitmanadvisory.com/about/awards-recognition/): See the Whitman Advisory awards and recognition, including CEO and Directors named to the Top 100 Most Influential People in Accounting and the 20 Under 40 Influencer list\.
- [Homepage](https://whitmanadvisory.com/): Whitman Advisory provides tailored solutions that enhances performance, achieves goals, and creates a lasting impact for our clients\.
- [Media Relations](https://whitmanadvisory.com/about/media-relations/): See the Whitman Advisory awards and recognition, including CEO and Directors named to the Top 100 Most Influential People in Accounting and the 20 Under 40 Influencer list\.

## Posts
- [The Benefits of ESOPs: Culture, Profitability, and Employee Engagement  ](https://whitmanadvisory.com/insights/employee-stock-ownership-benefits/): Billing options for law firms help both clients and attorneys manage cost, predict risk, and align fees with expectations\. Instead of relying solely on one method; \(typically the regular hourly rate which has been around since the 1960s\), many firms now offer a menu of structured fee arrangements\. Below is an overview of seven common billing choices, what they generally mean in practice, and why each option can be attractive depending on the matter type\. 
- [Business Beyond Borders: Building High\-Performing Global Teams That Actually Last With Naveed Saya](https://whitmanadvisory.com/insights/business-beyond-borders-building-high-performing-global-teams-that-actually-last-with-naveed-saya/): Learn how leading firms discover how the right global talent strategy can help your firm grow with confidence\.
- [Business Beyond Borders: What Tax Season Revealed About Your Outsourcing Strategy](https://whitmanadvisory.com/insights/business-beyond-borders-what-tax-season-revealed-about-your-outsourcing-strategy/): Learn how leading firms are building a smoother, smarter outsourcing strategy for tax extension season\. 
- [Everything CPA and Private Equity: The Hidden ROI of Happier Employees with Amy Vetter](https://whitmanadvisory.com/insights/everything-cpa-and-private-equity-the-hidden-roi-of-happier-employees-with-amy-vetter/): Learn how leading firms that win in the future won’t just invest in technology\. They’ll invest in their people\.
- [Everything CPA and Private Equity: Growing Your Firm Starts With Your People With Erin McCauley](https://whitmanadvisory.com/insights/everything-cpa-and-private-equity-growing-your-firm-starts-with-your-people-with-erin-mccauley/): Learn how leading firms are scaling with purpose, preserving culture, and building the next generation of firm leaders\.

## Client Stories
- [Refinancing Strategy Helps Engineering and Manufacturing Company Regain Stability ](https://whitmanadvisory.com/client-story/refinancing-strategy-helps-engineering-and-manufacturing-company-regain-stability/): A New York\-based engineering and light manufacturing company secured $3\.1 million in refinancing through a customized mortgage, line of credit, and equipment financing structure arranged by Whitman Advisory\. The solution helped stabilize the business after years of operational and financial challenges\. 
- [Whitman Advisory Delivers SBA Refinancing Solution for Hospitality Business ](https://whitmanadvisory.com/client-story/whitman-advisory-delivers-sba-refinancing-solution-for-hospitality-business/): Whitman Advisory helped a Pennsylvania\-based events and hospitality company secure $3\.6 million in refinancing through a customized term loan and line of credit structure\. The solution improved liquidity, stabilized the balance sheet, and provided the working capital needed to support the seasonality of the business\. 
- [How a Snack Food Manufacturer Secured Asset\-Based Lending to Support a Business Turnaround](https://whitmanadvisory.com/client-story/how-a-snack-food-manufacturer-secured-asset-based-lending-to-support-a-business-turnaround/): A Pennsylvania\-based snack food manufacturer secured a $5 million borrowing base line of credit after struggling to refinance existing debt during a difficult business transition\. With the right lending structure and banking partner in place, the company regained stability and continued its turnaround efforts\. 
- [How Whitman Advisory Helped a Commercial Painting Company Secure Construction Financing for Long\-Term Growth ](https://whitmanadvisory.com/client-story/how-whitman-advisory-helped-a-commercial-painting-company-secure-construction-financing-for-long-term-growth/): A New York\-based commercial and industrial painting company secured $4\.5 million in construction financing after facing challenges with its existing banking relationship\. By refinancing with the right lender, Whitman Advisory helped the company strengthen its financial position and create a foundation for continued growth\.
- [Whitman Advisory Structured a $12\.8M ESOP Transition for a Fast\-Growing Professional Services Company](https://whitmanadvisory.com/client-story/whitman-advisory-structured-a-12-8m-esop-transition-for-a-fast-growing-professional-services-company/): A rapidly growing professional services company successfully completed a 100% ESOP conversion with the support of Whitman Advisory\. Through strategic financial leadership, specialized ESOP financing, and operational support, the company secured a $12\.8 million transaction structure designed to support long\-term growth and ownership transition\.

## Services
- [Mergers \& Acquisitions](https://whitmanadvisory.com/services/mergers-acquisitions/): Navigate the entire M\&A lifecycle with confidence, from identifying ideal partners to structuring deals and managing post\-merger integration\.
- [Exit \& Succession Planning](https://whitmanadvisory.com/services/exit-succession-planning/): Gain a clear, data\-driven understanding of your firm’s current market value with our proprietary valuation tools and expert analysis\.
- [Learning and Development](https://whitmanadvisory.com/services/learning-and-development/): We build proactive, sustainable learning and development programs that directly align with your business objectives\.
- [Human Resources Management](https://whitmanadvisory.com/services/human-resources-management/): Develop and implement effective HR strategies for compliance, performance management, and employee relations that build a resilient, high\-performing team\.
- [Talent Acquisition \& Solutions](https://whitmanadvisory.com/services/talent-acquisition-solutions/): Find and hire the right professionals to fill key roles within your organization, from staff accountants to executive leadership\.

## Team Members
- [Marie San Jose](https://whitmanadvisory.com/team-member/marie-san-jose/)
- [Kirk Lastierre](https://whitmanadvisory.com/team-member/kirk-lastierre/)
- [Jennifer Palmer Farrington](https://whitmanadvisory.com/team-member/jennifer-palmer-farrington/): Jennifer leads the marketing team as Whitman Advisory's Chief Marketing Officer and is an award\-winning marketing executive with extensive Big 4 and global experience\. 
- [David Pence](https://whitmanadvisory.com/team-member/david-pence/): David serves as Practice Leader, Latin America at Whitman Advisory\. He is a seasoned entrepreneur, business leader, and tech pioneer with more than three decades of experience looking beyond the horizon to solve critical business challenges\.
- [Melissa Pinedo](https://whitmanadvisory.com/team-member/melissa-pinedo/): Melissa serves as a Business Development Assistant, Latin America at Whitman Advisory, and specializes in helping businesses achieve growth by optimizing their costs, profitability, and strategic partnerships\. 

## Categories
- [Article](https://whitmanadvisory.com/category/article/)
- [Advisory Services](https://whitmanadvisory.com/category/advisory-services/)
- [Talent Solutions](https://whitmanadvisory.com/category/talent-solutions/)
- [Podcast](https://whitmanadvisory.com/category/podcast/)
- [Mergers \& Succession Planning](https://whitmanadvisory.com/category/mergers-succession-planning/)

## Tags
- [Insights \& Resources](https://whitmanadvisory.com/tag/insights-resources/)
- [Article](https://whitmanadvisory.com/tag/article/)
- [Advisory Services](https://whitmanadvisory.com/tag/advisory-services/)
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- [Text](https://whitmanadvisory.com/layout_category/text/)
- [Pages Template](https://whitmanadvisory.com/layout_category/pages-template/)

## Type
- [layout](https://whitmanadvisory.com/layout_type/layout/)
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- [row](https://whitmanadvisory.com/layout_type/row/)
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- [global](https://whitmanadvisory.com/scope/global/)

## Client Stories Categories
- [CFO Solutions](https://whitmanadvisory.com/client_stories_category/cfo-solutions/)
- [Talent Solutions](https://whitmanadvisory.com/client_stories_category/talent-solutions/)
- [Advisory Services](https://whitmanadvisory.com/client_stories_category/advisory-services/)
- [Case Study](https://whitmanadvisory.com/client_stories_category/case-study/)
- [Legal Resources](https://whitmanadvisory.com/client_stories_category/legal-resources/)

## Services Categories
- [Mergers \& Succession Planning](https://whitmanadvisory.com/service_category/mergers-succession-planning/)
- [Enhancing Profit](https://whitmanadvisory.com/service_category/enhancing-profit/)
- [Talent Solutions](https://whitmanadvisory.com/service_category/talent-solutions/)
- [Advisory Services](https://whitmanadvisory.com/service_category/advisory-services/)

## Team Members Category
- [Talent Solutions](https://whitmanadvisory.com/team-members-category/talent-solutions/)
- [Mergers \& Succession Planning](https://whitmanadvisory.com/team-members-category/mergers-succession-planning/)
- [Sales Support](https://whitmanadvisory.com/team-members-category/sales-support/)
- [Enhancing Profit](https://whitmanadvisory.com/team-members-category/enhancing-profit/)
- [Advisory Services](https://whitmanadvisory.com/team-members-category/advisory-services/)

## Team Members Positions
- [Practice Leader](https://whitmanadvisory.com/team_member_position/practice-leader/)
- [Managing Director](https://whitmanadvisory.com/team_member_position/managing-director/)
- [CEO](https://whitmanadvisory.com/team_member_position/ceo/)
- [Chief Operating Officer](https://whitmanadvisory.com/team_member_position/chief-operating-officer/)
- [President](https://whitmanadvisory.com/team_member_position/president/)

## DonDivi Media Categories
- [Private Equity](https://whitmanadvisory.com/dondivi_media_category/private-equity/)

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