Whitman Advisory launches transition coaching for CPA firm partners

Whitman Advisory launched a 90-day Partner & Leadership Transition Coaching Program for CPA firms on Aug. 31, 2026, aimed at helping departing leaders handle the personal side of succession. The program adds structured coaching, deliverables and a roadmap to transitions that often focus only on deal terms and finances.

Why it matters: - CPA firm succession planning often covers ownership, valuation and deal structure, but not the personal reset a departing partner faces. - Whitman Advisory’s new program is designed to fill that gap with coaching focused on identity, routine, relationships and legacy. - The service could give firms a more complete transition process for partners, M&A deals and leadership exits.

What happened: - Whitman Advisory LLC launched its Partner & Leadership Transition Coaching Program on Aug. 31, 2026. - The program is a structured 90-day engagement for firm leaders exiting CPA firms. - The service is built to address the human side of a leader’s departure. - The launch was announced in New York.

The details: - Each participant gets 12 weekly one-on-one sessions. - The coaching is organized around Four Pillars: Identity Beyond the Firm, Time & Structure, Social Connection, and Legacy & Impact. - Identity Beyond the Firm focuses on separating personal identity from the professional title. - Time & Structure helps rebuild a daily rhythm after the firm no longer sets the schedule. - Social Connection is designed to create a deliberate relationship plan. - Legacy & Impact turns the transition into an executable plan. - The program offers three enrollment paths: Direct-to-Leader, Firm-Sponsored and Referral Partner. - Direct-to-Leader is for individuals managing their own transition. - Firm-Sponsored is for succession packages or M&A transactions involving departing partners. - Referral Partner is for advisors, planners and attorneys handling the financial side who want a partner for the human side. - Philip J. Whitman, CEO and President, said participants leave with a 12-month roadmap and a written Personal Intention Statement. - The program page is available here.

Between the lines: - The launch signals that Whitman Advisory sees succession as more than a transaction. - The offering also positions the firm to work alongside financial advisors, attorneys and succession consultants instead of replacing them. - The focus on a written Personal Intention Statement suggests the program is meant to produce tangible outputs, not just coaching conversations.

What's next: - Whitman Advisory said firm leaders, firms designing succession processes and advisors can use the new program. - The company is also directing visitors to its website and social channels for more information. - Whitman Advisory’s broader advisory practice continues to cover M&A, succession planning, operational support and talent solutions. - More information is available on the company website and social profiles, including LinkedIn, Instagram, Facebook and YouTube.

The bottom line: - Whitman Advisory is betting that the hardest part of a partner exit is not the deal — it is what comes after.