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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
  • ValueMyCPAFirm.com
  • Private Equity Advisory Support
  • Partner & Leader Transition
  • Funding Solutions
Enhancing Profit
  • CFO Solutions
  • Human Resources Management
  • Learning and Development
  • Partner & Leader Transition
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
  • CFO Solutions
  • 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

a

Everything CPA and Private Equity: The Hidden ROI of Happier Employees with Amy Vetter

Are your people thriving, or are they quietly burning out?In this episode of Everything CPA and Private Equity, Phil Whitman and David Wolfskehl sit down with Amy Vetter, CPA, CEO of The B3 Method Institute, to discuss one of the most important—and often...

Everything CPA and Private Equity: Growing Your Firm Starts With Your People With Erin McCauley

How do you scale a firm without losing its culture? In this episode of Everything CPA and Private Equity, Phil Whitman and David Wolfskehl sit down with Erin McAuley, Chief People Officer, Springline Advisory, to discuss why people strategy has become a competitive...

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