Niche Market Focus Whitman Advisory specializes in succession planning, mergers and acquisitions, and practice management consulting for CPA firms of all sizes, presenting opportunities to tailor financial and operational solutions to their strategic growth needs.

Growth Potential With revenues between 10 million and 25 million and a focus on expanding firm partnerships, the company represents a growth-oriented client interested in scalable services such as technology upgrades, workflow automation, and strategic talent acquisition.

Technology Stack Utilizing platforms like MySQL, Shopify, and SEO tools, Whitman Advisory is likely receptive to digital solutions that enhance their online presence, client engagement, and data management efficiencies, ideal for promoting SaaS or digital consultancy offerings.

Recent Leadership Expansion The hiring of senior consultants such as John Raspante and Walter Brasch indicates a commitment to expanding expert services, opening opportunities for targeted consulting, training, or compliance solutions that support their consultant network.

Client Relationships Whitman Advisory maintains strong ties with top and mid-sized CPA firms across the country, suggesting business development efforts centered around practice management tools, M&A advisory services, and succession strategy platforms could position well within their network.