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Friday, April 21, 2023 Live Webcast

Firm Trends: M&A and Advisory Services (E2304054)

8:30 AM - 11:30 AM EDT


3 CPE Credits in PD


Learn about the changing landscape of mergers and acquisitions for CPA firms and explore opportunities to add advisory service offerings to small and midsize practices.


CPA firm leaders, those who are thinking about succession planning and practitioners interested in providing an additional suite of services


  • Stay up to date on market conditions
  • Understand the new players that will either become your partners or your competitors
  • Learn how to make more money, steps to make it happen and keys to maximizing the business advisory opportunity.


Mergers and acquisitions have never been more pronounced than they are today. Changes are happening at lightening pace. This session will cover M&A topics, including: 

  • Different types of M&A competitors 
  • Why the sudden interest in CPA firms? 
  • Multitude of different deal structures 
  • Multi-faceted exit monetization 

 This session will also review why advisory services are such a critical part of a CPA firm looking to increase profitability, retain clients or remain independent. During this session, you will gain: 

  •  Actionable information on adding advisory services to your firm 
  • The how-to on starting joint ventures and maximizing opportunities 








Virtual CPE Pass holders must register for each event.

For course materials, please visit your My Events page. Handouts are added as received, remember to check back for updates.


Philip Whitman

Philip J. Whitman, CPA

President & CEO

Whitman Transition Advisors, LLC

Philip J. Whitman is president and CEO of Whitman Business Advisors, LLC. Phil specializes in succession planning, mergers & acquisitions, strategic talent acquisition and practice management consulting.

With firm management experience ranging from three partners, twelve employees, and $2 million in annual revenues to one of the Top 30 CPA firms in the Nation, with 48 partners, 400 employees and almost $100 million in annual revenues, there’s nothing Phil hasn’t seen.

Prior to practice management, Phil spent nearly six years as a multi-unit owner-operator of a National restaurant franchise, which is where he began honing his knowledge of labor law, human resources management and organizational leadership. His accounting firm experience includes audit work at Price Waterhouse, and tax work at Spicer & Oppenheim.

Whitman has authored articles and has chaired numerous committees for the New York State Society of CPAs. He has been a featured speaker for various state societies of CPA, international CPA firm associations as well as a presenter for CCHs annual user conference. He has served as conference chair of the Foundation for Accounting Education’s Practice Management Conference and the CFOs, Controllers and Financial Executives Conference. For over 20 years he has advised firms across North America, working with top management in overseeing day-to-day operations to ensure efficiency & profitability.

David Wolfskehl

David Wolfskehl

Senior Managing Director

Whitman Transition Advisors, LLC

David is a senior managing director at Whitman Business Advisors, LLC. In this capacity, he ensures the success of his team as well as creates and delivers coaching and training programs that will help clients reach their goals. He has been an entrepreneur and a guide for entrepreneurs throughout his adult life. After graduation from the University of Arizona, David started A Bridgewater Copy and Print. Remaining within the printing industry for the next 17 years, David next started In A Bind, and merged his operation with Action Fast Print. Action Fast Print became the second largest quick printer in New Jersey for 2002 -2004, according to NJBIZ.


$75.00 - Member

$125.00 - Nonmember

$0.00 - Pass Holder

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