Philip J. Whitman

Philip J. Whitman, CPA, is Founder and CEO of Whitman Advisory, a leading consulting, strategic advisory, and M&A firm serving the accounting profession. With more than 30 years of experience in public accounting and advisory services, Phil has become one of the most recognized voices in CPA firm growth, succession planning, strategic partnerships, private equity, and enterprise value creation.

Prior to founding Whitman Advisory, Phil served as Chief Operating Officer of a Top 25 CPA firm. Since launching Whitman Advisory in 2008, he has advised hundreds of CPA firms on growth strategy, leadership development, talent acquisition, mergers and acquisitions, succession planning, and strategic investor transactions.
Phil has been recognized by Inside Public Accounting as one of the profession's "10 Most Recommended Consultants" and was named by Accounting Today as one of the profession's "Top 100 Most Influential People in Accounting."

He is the author of Maximize! The CPA Firm Playbook for Value Creation and Multiple Expansion, co-founder of CPA Leadership Group, creator of ValueMyCPAFirm.com, and founder of several strategic initiatives focused on leadership development, enterprise value creation, succession planning, and growth within the accounting profession.

Phil serves as Co-Chair of Accounting Today's Private Equity Summit, where he works with industry leaders, investors, and firm executives to explore the rapidly evolving relationship between private equity, strategic investors, and the accounting profession.

A sought-after speaker, Phil is known for his practical insights, engaging storytelling, and unique perspective on the future of CPA firms.

Philip J. Whitman, CPA is on a mission to help CPA firm leaders build more valuable firms, develop stronger leaders, and create institutions that endure.