Phil Whitman: The New Era of CPA Firm Deals: Flexibility, Culture, and the Rise of “31 Flavors” | Holistic Guide to Wealth Management
Description
Firms that prioritize, listen, and align position themselves for better long-term outcomes.
By Rory Henry CFP®, BFA™
For CPA Trendlines
Phil Whitman, President and CEO of Whitman Advisory, works with hundreds of CPA firms and more than 230 strategic investors across private equity, family offices, wealth management aggregators, and publicly traded consolidators. He sees a profession undergoing unprecedented transformation, and Whitman has a front-row seat.
In this episode of Holistic Guide to Wealth Management, Whitman shares his observations with me from his unique vantage point.
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Transaction activity has since accelerated, creating unprecedented competition for deals and pushing accounting firm valuations into territory the profession has never seen before.
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