Wednesday, September 28, 2022
HomeAccountingHigh CPA Agency Consulting Teams in Merger Deal

High CPA Agency Consulting Teams in Merger Deal

Transition Advisors and Whitman Enterprise Advisors have merged to kind Whitman Transition Advisors (WTA), successfully creating one of many largest M&A and consulting organizations targeted completely on CPA companies within the U.S.

WTAs suite of providers consists of mergers and acquisitions, expertise acquisition, proprietor succession consulting, companion retreats and enterprise advisory service choices. Along with the Whitman Transition Advisors suite of providers, the agency can also be aligned with the C-Suite IMPACT Group of corporations which presents M&A, Recruiting and Fractional CFO providers to privately held enterprise shoppers of CPA companies.

As for inner strikes, Philip Whitman, CPA, will assume the management function of CEO and President of WTA. Each Joel Sinkin and Terry Putney, the 2 Principals of Transition Advisors, will proceed of their roles advising shoppers on development and succession planning for CPA companies as Companions within the newly mixed agency.

The Transition Advisors crew of consultants which incorporates Invoice Carlino, Nancy Egan, Russ Finest, Mark Basinski, and Kay Conklin will be part of the Whitman Transition Advisors’ crew which incorporates David Wolfskehl, Walter Brasch, CPA, Rick Fisher,CPA, Jeff Kraft, Don Leavy, Kim Nguyen, Dick Shippee, Barry Wagman, CPA, Marc Horowitz, CPA.

A proper, dwell announcement shall be made Monday, January twenty fourth at 9am on LinkedIn.




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