Philip Whitman

CEO & President at Whitman Transition Advisors

Philip Whitman has over 25 years of experience working with and in CPA firms, covering all aspects of succession planning from internal transition, to mergers & acquisitions and practice sales to strategic joint ventures, as well as lateral partner talent acquisition. The Whitman team has been involved in the acquisition, sale and/or merger of over 1,000 CPA firms.  With Phil’s help, you can confidently transition your CPA firm with confidence.

As the former Chief Operating Officer of one of the Top 30 CPA firms in the Nation, and 25 year veteran in public accounting, Phil has worked with top management in overseeing day-to-day operations and ensured efficiency and profitability.

Phil truly understand the inner workings and executive decision making factors of the mid-sized firm. Additionally, his accounting experience includes audit work in a Big Four firm, tax work in a large international firm, as well as experience as the COO/CFO of a law firm. Phil also served as a general partner in a restaurant/real estate venture. He has authored articles and has been a featured speaker for the Association of Legal Administrators NYC Chapter.

Phil is a member of the NYSSCPAs, immediate past Chair of the Management of the Profession Oversight Committee, an active member of the Large and Medium Firm Practice Management Committee and former Chair of the Human Resource Committee. He was the Conference Chair of the Foundation for Accounting Education’s 2010 and 2009 Practice Management Conference and the 2008 and 2007 CFOs, Controllers, and Financial Executive Conference.

Contact him directly to discuss how he can positively impact your organization: 212-983-0035. You can also connect with Phil on LinkedIn using his email address: pw@whitmantransition.com