Whitman Transition Advisors and C-Suite IMPACT have announced they are uniting under a new brand, Whitman Advisory LLC, forming a combined consulting firm focused on serving accounting and CPA firms with an expanded suite of advisory services.
The unification brings together nearly two decades of experience guiding firms through performance enhancement, M&A transitions, succession planning and leadership challenges. Under the Whitman Advisory name, the firm now offers integrated services spanning performance improvement, M&A transition and succession planning, CFO services, funding solutions, legal resources, global advisory services and talent expansion.
While the firm has adopted a new name, its leadership and mission remain unchanged. The existing leadership team will continue providing clients with actionable strategies and hands-on support, with the Whitman Advisory brand reflecting the broader scope of the firm’s capabilities and its holistic approach to client success.
“We built our legacy on bringing great people and effective strategies to the table for our clients,” said Philip Whitman, CEO and firm founder. “With the launch of Whitman Advisory, we are better positioned than ever to build on that foundation. Our mission remains constant: to provide tailored solutions that enhance performance, focus on goals, and create a lasting impact for our clients.”
In conjunction with the launch, Whitman Advisory has introduced a new website designed to serve as a resource for organizations seeking guidance on complex operational, growth and transition-related challenges.
Whitman Advisory serves CPA firms, private equity firms and privately held businesses with a multidisciplinary, people-first approach focused on long-term value creation.
To learn more about Whitman Advisory, please visit https://whitmanadvisory.com/