New York-based Whitman Advisory announced the launch of a new valuation platform for the accounting industry, ValueMyCPAFirm.com. By integrating over a decade of transaction data with artificial intelligence, the platform provides CPA firm owners, succession planners and private equity investors assessments of an organization’s market value.
The platform analyzes financial and operational drivers used to determine the firm’s value in today’s market, including sales pipeline health, client churn and retention, cross-sell potential, revenue quality and technology stack automation.
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.”
ValueMyCPAFirm assists:
- CPA Partners: Leaders preparing for retirement or navigating internal transitions use the platform to support succession planning.
- M&A Advisors and Private Equity Firms: Professionals managing transactions use the tool to support due diligence and evaluate financial and operational factors before a deal closes.
