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whitman: new firm deals: flexibility, culture, and the rise of “31 flavors” | holistic guide to wealth management

firms that prioritize, listen, and align position themselves for better long-term outcomes.  

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by rory henry cfp®, bfa™
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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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whitman points to 2021 as the inflection point for the profession’s transition. that’s when eisneramper became the first major cpa firm to accept private equity (pe) investment, followed shortly by citrin and cherry bekaert. those deals opened the gates for capital providers and ignited a wave of consolidation across firms of all sizes. the profession hasn’t looked back since. 

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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the 8 mega trends every cpa needs to understand before 2026

what happens to accountants when ai agents run the economy.

by 卡塔尔世界杯常规比赛时间 research

for most of the past decade, “digital transformation” meant faster systems, better dashboards, and incremental automation layered on top of human decision-making. by 2026, that framing will no longer hold.

the defining shift now underway is not simply more technology, but who—or what—executes economic activity. across finance, operations, compliance, and professional services, autonomous systems are moving from support roles into execution roles. software is no longer just informing decisions. it is initiating them.

more on artificial intelligence

that transition is reshaping how work is done, how risk is distributed, and how trust is established. it is also quietly repositioning the tax and accounting profession—from recordkeeper and reviewer to certifier of machine-driven outcomes.

卡塔尔世界杯常规比赛时间 believes eight mega trends will define 2026—not as isolated developments, but as a converging system change. read more →

commitment to transformation is key

every year, the 2025 rosenberg map survey asks the industry’s top consultants to share their observations from cpa firms across the country: how do you think the next 12 months will unfold? trends? predictions? other thoughts? also, how would you assess the last 12 months? trends? observations? struggles?

trade static succession plans for leadership development ecosystems.

by angie grissom
the rosenberg survey

as we look ahead, i believe the next 12 months will continue to test our industry’s willingness to evolve. the firms that thrive will be those that move with clarity, courage and commitment to transformation and those that are ready to take the first step even if they are unsure of how to transform. the key is to move.

more: the 2025 rosenberg map survey is available from 卡塔尔世界杯常规比赛时间 here.

key predictions include:

  • reinvention will no longer be optional. firms must rethink how they work, whom they serve and how they deliver value. this includes segmenting clients, eliminating low-value engagements and designing service models that align with client roi – not just hours worked. this is rewarding for everyone involved.
  • talent strategies must evolve. with changing workforce expectations, firms will need to adopt agile leadership models and invest more deeply in career pathing, mentoring and inclusive leadership development. retention and engagement will hinge on leadership’s ability to connect with people, especially emerging leaders – on a personal and purposeful level. purpose is key here.

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overcome your three biggest tech adoption fears

johnston
randy johnston, shareholder, k2 enterprises, is a nationally recognized educator, consultant and writer with over 40 years of experience in strategic technology planning, accounting software selection, paperless systems and network integration, and business continuity and disaster recovery planning.

plus seven tech keys to a holistic service model.

by randy johnston
the holistic guide to wealth management

in order to provide clients with the holistic service model that we’ve explored throughout our book, you’ll need a technology stack that can keep up.

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goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

there are seven important reasons why a holistic service model is particularly beneficial for accounting professionals. below i’ll explain how having the right technology in place will significantly facilitate your transition from tax preparer/financial historian to trusted holistic advisor.
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ai’s already in your workflow…| it’s not just the numbers

the question is: do you know what it’s doing?

this is a preview. the complete episode is first available exclusively to pro members | go pro here
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it’s not just the numbers
with penny breslin and damien greathead

for 卡塔尔世界杯常规比赛时间

build a 7-figure firm in just 4 hours a week!

artificial intelligence has arrived in accounting, but not in the way many expected. it’s not a single app or a single process. it’s everywhere, embedded in workflows, changing how firms scope engagements, price cleanup work, and train their people. 

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more advisory & consulting
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goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

in the latest episode of it’s not just the numbers, co-hosts damien greathead and penny breslin explore how ai reshapes the day-to-day work of accounting firms. their conversation moves beyond theory to real-world examples of how ai is being used in client engagements, what it means for team development, and why critical thinking, not coding, is the skill every firm must cultivate next. 

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