Whitman Advisory Launches Whitman360™ Strategic Growth Partnership: A System for a CPA Firm's Next Stage of Growth
David Kells, Strategic Practice Management Leader
Whitman360 What We Do
A new integrated partnership gives accounting firm owners executive leadership a 12-month roadmap and clear accountability built around measurable outcomes.
Positioned as "the operating system for your firm's next stage of growth," Whitman360™ addresses a familiar problem for firm owners: strategic plans get written, then stall. Instead of disconnected projects, firms receive one 12-month roadmap, led by a dedicated Strategic Growth Partner, specialized advisors, and consistent accountability in one connected engagement.
“Our role is not to replace leadership, but to strengthen it,” said David Kells, Strategic Practice Management Leader at Whitman Advisory. “Whitman360™ helps CPA firm leaders build for the future by addressing tight capacity, evolving client expectations, and rapid technological change. We work alongside leadership teams to clarify where they want to be by the end of year one and build a practical, aligned path to get there.”
Support spans firm-wide strategy, leadership development, advisory expansion, talent and capacity, operational effectiveness, technology and AI readiness, M&A integration, and succession and governance. Pricing follows a subscription model designed around value, not hours.
Whitman360™ scales to match the work ahead, so a firm's investment stays aligned with its goals. Three tiers are available:
• Core (Focus & Foundation) pairs a Strategic Growth Partner with a dedicated advisor for strategic planning, staffing, and focused growth initiatives.
• Growth (Accelerate & Scale) adds an expanded advisor team for talent operations, profitability improvement, and leadership development.
• Enterprise (Firm-wide Transformation) brings a multidisciplinary executive team for complex strategy, succession, workforce transformation, and M&A readiness.
Each engagement is anchored by practitioners who have built, scaled, operated, acquired, and integrated accounting firms, keeping every recommendation grounded in the realities owners face every day.
To learn more or speak with an advisor, visit https://whitmanadvisory.com/services/whitman360-strategic-growth-partnership/.
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About Whitman Advisory LLC.
Whitman Advisory LLP is an innovative professional services advisory firm providing clients with tailored strategies for M&A, succession planning, operational support, and talent solutions. Our multidisciplinary team serves CPA firms, private equity firms, and privately held businesses with a people-first, client-centric approach focused on helping them achieve their goals and create lasting impact. To learn more, visit our website at www.whitmanadvisory.com.
Jennifer Palmer Farrington
Whitman Advisory LLC
+1 203-894-6473
jfarrington@whitmanadvisory.com
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