The Operating System for
Your Firm’s Next Stage of Growth.
One strategy. Specialized executive expertise. Measurable progress.
Whitman360™ strengthens your leadership team and gives your highest-impact priorities the focus, accountability, and hands-on support they need to move forward.
What We Do
Strategies Defining Your Future
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How Whitman360 Works
Built on Outcomes
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Built for Impact
Dedicated Executive Team
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What Success Looks LIke
Strategy Built to Move.
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What We Do
Executive Leadership for the Priorities that Define Your Future.
Whitman360™ is not another strategic plan that sits on a shelf. It is an integrated growth partnership that combines experienced practitioners, a practical roadmap, and an operating rhythm designed to help your team execute.
Firmwide Strategy & Growth
Translate ambition into a focused roadmap with clear priorities, ownership, milestones, and measurable outcomes.
Leadership Development
Strengthen managers, develop future partners, and build a leadership pipeline ready for the firm’s next chapter. Strengthen managers, develop future partners, and build a leadership pipeline ready for the firm’s next chapter.
Advisory Expansion
Assess, prioritize, build, pilot, and scale differentiated advisory offerings beyond traditional compliance services.
Talent & Capacity
Design a scalable workforce model across recruiting, global talent, role clarity, and process optimization.
Operational Excellence
Create the systems, scorecards, and leadership cadence that turn priorities into consistent execution.
Technology & AI Readiness
Develop a thoughtful AI strategy and practical operating model that prepares the firm for what comes next.
M&A Integration
Build repeatable frameworks to evaluate opportunities, integrate teams, protect culture, and create long-term value.
Succession & Governance
Clarify ownership, governance, partner alignment, and transition plans that support independence and continuity.
How Whitman360™ Works
A Service Model Built Around Outcomes.
A connected team, regular touchpoints, and clear accountability keep your firm’s highest-impact priorities moving forward.
01 | Prioritize
Align on the highest-impact priorities and define what success looks like.
02 | Connect
Bring in the right Whitman executive or specialist for each active initiative.
03 | Execute
Work directly with firm leaders on decisions, deliverables, and next steps.
04 | Accountability
Track commitments, remove roadblocks, and maintain ownership across the team.
05 | REFOCUS
Measure outcomes, complete priorities, and move to the next opportunity.
How Whitman360™ Works
We don’t manage hours. We manage toward outcomes.
Dedicated Executive Team
Your Leadership Team, Expanded.
By working with us, you gain a Strategic Growth Partner who owns the relationship, aligns the roadmap, and coordinates access to Whitman’s broader executive bench. The right expertise is activated as your priorities evolve.
Our role is not to replace leadership.
Our role is to strengthen it.
Chief Operating Officer
Strategy, KPIs, practice management, operational effectiveness, M&A readiness, and AI readiness.
Chief Learning Officer
Leadership frameworks, manager readiness, career paths, coaching, advisory skills, and business development.
Global Talent & Workforce
Capacity planning, global staffing, process optimization, talent scalability, and vendor evaluation.
Chief Marketing Officer
Market positioning, messaging, thought leadership, client experience, and marketing effectiveness.
Governance, Succession & M&A
Ownership transition, governance structures, partner alignment, value creation, and strategic growth planning.
12-Month Strategic Roadmap
One Strategy.
Four Deliberate Phases.
Every engagement is customized around the firm’s priorities. This practical year-one arc creates early alignment, builds the right infrastructure, and converts activity into sustained momentum.
Months 1 - 3
ASSESS & ALIGN
-
- Strategic alignment
- Leadership and capacity assessment
- Baseline KPIs
- Priority deep dives
Months 4 - 6
DESIGN & BUILD
-
- Growth dashboard
- Leadership roadmap
- Workforce plan
- Success measures
Months 7 - 9
IMPLEMENT & ACCELERATE
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- Execute growth priorities
- Launch leadership programs
- Pilot new initiatives
- Tract results
Months 10 - 12
MEASURE & SCALE
-
- Year-one impact review
- Scale what works
- Strengthen the leadership pipeline
- Build out a 2-Year Roadmap
Why Whitman360™
Practical Experience.
Not Theory.
Our team has built, scaled, operated, acquired, integrated, and transformed accounting firms. That lived experience shapes every recommendation and keeps the work grounded in the realities firm leaders face every day.
Continuity
One connected roadmap instead of disconnected projects.
Flexibility
Expertise shifts as your highest-impact priorities change.
Predictability
A subscription model designed around value, not hours.
Accountability
A visible operating rhythm that keeps commitments moving.
What Success Looks LIke
A Stronger Firm at the
End of Year One.
Success is measured in the systems, leadership strength, and organizational capacity that continue creating value long after a priority is complete.
01
A clear strategic growth roadmap
03
Stronger management effectiveness
05
A more scalable workforce model
07
Repeatable M&A and integration frameworks
02
More leadership capacity for your firm
04
Accountability through practical KPIs
06
A defined technology and AI strategy
08
Greater succession readiness
Flexible By Design
The Right Level of Leadership for
Where You Are Now.
Whitman360™ scales from focused strategic support to coordinated firmwide transformation, so your investment and advisory bench stay aligned with the work ahead.
Whitman360™ Monthly Plans
Core
FOCUS & FOUNDATION
Strategic direction and support around a focused set of priorities.
TYPICAL AREAS OF SUPPORT
- Strategic planning
- Staffing and capacity
- Operations
- Focused growth initiatives
Strategic Growth Partner + Dedicated Advisor
GROWTH
ACCELERATE & SCALE
Greater advisory capacity across several connected growth, talent, or operational initiatives.
TYPICAL AREAS OF SUPPORT
- Talent operations
- Profitability improvement
- Advisory growth
- Leadership development
Strategic Growth Partner + Expanded Advisor Team
Enterprise
FIRMWIDE TRANSFORMATION
Integrated executive leadership for complex growth, succession, transformation, or M&A activity.
TYPICAL AREAS OF SUPPORT
- Firmwide strategy
- Succession and governance
- Profitability
- M&A readiness and integration
- Workforce transformation
Strategic Growth Partner + Multidisciplinary Executive Team
OUR TEAM
Meet Our Whitman360™ Strategic Growth Partnership Team.
CLIENT SUCCESS STORIES
Hear From Our Clients.
Management Buyout Financing Supports Growth for Sustainable Furniture Company
Funding Solutions
A New Jersey-based sustainable asset management and furniture company successfully completed a $5.5 million management buyout with guidance from Whitman Advisory. Through strategic deal structuring, lender introductions, and transaction support, the company secured the financing needed to transition ownership and continue growing.
Cross-Border Equipment Financing Supports Transportation Company Growth
Funding Solutions
A Canadian transportation company with a growing U.S. presence secured an $11.9 million first draw from a $75 million equipment line of credit through Whitman Funding Solutions. The financing solution provided the flexibility needed to purchase trucks and support continued expansion across North America.
Whitman Advisory Guided a Fast-Growing Professional Services Company Through an ESOP Transition
Funding Solutions
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.
How Whitman Advisory Helped a Commercial Painting Company Secure Construction Financing for Long-Term Growth
Funding Solutions
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.
How a Snack Food Manufacturer Secured Asset-Based Lending to Support a Business Turnaround
Funding Solutions
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.
Whitman Advisory Delivers SBA Refinancing Solution for Hospitality Business
Funding Solutions
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.