Richard Shippee is a Managing Director in the Enhancing Profit group, specializing in Marketing and Corporate Communication services for accounting firms and professional services companies. With expertise in Marketing Needs Assessments, Merger and Post-Merger...
Rick serves as Managing Director in the Talent Acquisition & Solutions team at Whitman Advisory, specializing in connecting top talent with exceptional opportunities and facilitating M&A for CPA firms to create stronger organizations. With over 40 years of...
Mary Ardath is a Managing Director in the Enhancing Profit Team at Whitman Advisory, and specializes in helping public accounting firms achieve growth by optimizing their people, profit, and technology. Mary works closely with firms to develop customized strategies...
Julius is a Managing Director with the Whitman Funding Solutions team and has built his career at the intersection of business development and marketing for financial services firms. He began with a strong foundation in finance, having been formally credit-trained at...
As Managing Director of Whitman Funding Solutions, Jim Tempio focuses on sourcing and structuring capital for borrowing, refinancing, equipment acquisition, and M&A readiness. With over 15 years in equipment finance, specialty lending, and B2B advisory, he has a...
