Can CPA firms still stay independent? Yes—but only if they get serious.

Gear Up for Growth

With Jean Caragher

For CPA Trendlines

In the latest episode of Gear Up for Growth, host Jean Caragher sits down with industry powerhouse Phil Whitman—CEO of Whitman Transition Advisors and founder of C-Suite Impact—to tackle one of the accounting profession’s biggest questions: Can CPA firms still thrive independently in the age of private equity and nonstop M&A?

Whitman’s answer? A firm “yes”—but only if leaders are willing to take bold, intentional action.

With more than 25 years of experience in firm leadership, Whitman offers two strategies and at least five more imperatives for firms to stay independent.