Whitman Advisory LLC is excited to announce the launch of a new, innovative valuation platform engineered for the accounting industry, ValueMyCPAFirm.com.
NEW YORK, NY, UNITED STATES, June 8, 2026 /EINPresswire.com/ — Whitman Advisory LLC is excited to announce the launch of a new, innovative valuation platform engineered for the accounting industry, ValueMyCPAFirm.com. By integrating over a decade of proprietary transaction data with advanced artificial intelligence, the platform provides CPA firm owners, succession planners, and private equity investors with highly accurate and actionable assessments of an organization’s true market value.
This new solution provides strategic intelligence tailored to the dynamics of CPA firms. The proprietary model analyzes specific financial and operational drivers to determine the firm’s value in today’s market. It evaluates critical metrics that buyers and partners heavily scrutinize, including sales pipeline health, client churn and retention, cross-sell potential, revenue quality, and technology stack automation.
The platform is designed to aid the strategic planning processes of accounting businesses. Users begin by navigating a secure, user-friendly interface that delivers an initial dashboard snapshot of their valuation range and a one-page executive summary in minutes.
This is followed by a comprehensive full report, which outlines detailed methodologies, industry benchmarks, and offers strategic action steps. This level of data-driven insight empowers business owners to identify hidden risks and uncover clear opportunities for revenue growth and operational efficiency.
“Philip J. Whitman, CEO & President of Whitman Advisory notes, “Leaders need more than a simple valuation, they require a strategic roadmap. We designed this platform to quickly turn raw financial data into the objective confidence executives need to make key transitions and execute high-stakes decisions without hesitation.”
Co-founder Justin Wolfskehl adds, “ValueMyCPAFirm.com delivers a comprehensive report designed to support a broader business strategy and is followed by expert consultations that help our users map out data-backed next steps.”
To meet the specific demands of different business leaders, ValueMyCPAFirm assists:
• CPA Partners: Leaders preparing for retirement or navigating internal transitions use our insights to gain the objective clarity required for informed, strategic succession planning.
• M&A Advisors and Private Equity Firms: Professionals managing high-stakes transactions rely on the tool to validate due diligence, ensure absolute financial accuracy, and eliminate unexpected liabilities before a deal closes.
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About ValueMyCPAFirm.com
ValueMyCPAFirm.com is a premier valuation service dedicated to the accounting ecosystem. By leveraging decades of real-world CPA firm transaction data and sophisticated machine learning, the platform delivers precise, insight-driven valuations. The company serves CPA leaders, private equity investors, and professional service organizations, functioning as a trusted advisor to help clients navigate mergers, acquisitions, and succession planning with confidence. For more information, visit www.ValueMyCPAFirm.com.
Jennifer Palmer Farrington
Whitman Advisory LLC
+1 203-894-6473
jfarrington@whitmanadvisory.com
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