Whitman Advisory Launches Whitman360™ Strategic Growth Partnership
News related to:Whitman Advisory LLC · 1 min read
Whitman Advisory, an innovative professional services advisory firm, has launched a new strategic growth partnership called Whitman360™. This initiative aims to provide a comprehensive roadmap for CPA firms to navigate their next stage of growth, offering a structured approach to strategic planning and accountability.
According to David Kells, the Strategic Practice Management Leader at Whitman Advisory, the partnership is designed to address the common issue of strategic plans getting written but then stalling.
The new partnership offers a 12-month roadmap, led by a dedicated Strategic Growth Partner, specialized advisors, and consistent accountability. This integrated system ensures that firms receive a cohesive plan rather than a series of disconnected projects.
Whitman360™ is structured around several key areas of support, including firm-wide strategy, leadership development, advisory expansion, talent and capacity, operational effectiveness, technology and AI readiness, M&A integration, and succession and governance. Each engagement is tailored to the firm's specific needs, with three tiers available to match the work ahead:
1. Core (Focus & Foundation): This tier pairs a Strategic Growth Partner with a dedicated advisor for strategic planning, staffing, and focused growth initiatives. 2. Growth (Accelerate & Scale): This tier adds an expanded advisor team to focus on talent operations, profitability improvement, and leadership development. 3. Enterprise (Firm-wide Transformation): This tier brings a multidisciplinary executive team to address complex strategy, succession, workforce transformation, and M&A readiness.
Pricing for Whitman360™ follows a subscription model designed around value, not hours. The model ensures that a firm's investment remains aligned with its goals, with three tiers available to accommodate different needs.
Whitman Advisory, with its multidisciplinary team, serves CPA firms, private equity firms, and privately held businesses with a people-first, client-centric approach. The firm's goal is to help clients achieve their goals and create lasting impact.