You have to make vital decisions every day. That’s how leaders operate. When the objectives to be met and related decisions are of critical importance, Whittlesey is here to provide Forward Advising™. Our advisors offer expert counsel in a variety of areas, including business, strategic and succession planning, asset protection, estate planning, security, tax advising, and computer network consulting.

The Forward Advising process begins with an in-depth conversation. We actively listen to your short- and long-term objectives so we can provide actionable insights, strategy, and solutions. We also review your financial reports and challenge you to think creatively. Whittlesey advisors know every business is different because we have decades of experience across a range of industries. We welcome the unique challenges and opportunities associated with achieving growth and operational excellence. Whether you’re looking to increase productivity, plan for succession, or protect all that you’ve built, Whittlesey’s Forward Advising process can propel your business in the direction you want to go.

How We Can Help

Strategic & Business Planning

Whether you're building a new strategy or refining an existing one, our team partners with you every step. Through in-depth analysis and tax-savvy strategies, we help define your competitive edge and deliver actionable insights that move your business forward.

Business Valuation

Knowing your business’s value—and what drives it—is key to making smart decisions. Our certified valuation professionals guide you through mergers, acquisitions, succession planning, and tax strategy with precision and clarity.

Outsourced Accounting

We offer flexible, reliable accounting solutions to keep your operations running smoothly. Our team supports day-to-day financial needs so you can focus on growth.

Succession Planning

Ready to retire or transition your business? We simplify the process, offering expert advice on tax, gifting, and navigating family dynamics—ensuring your legacy is protected.

Asset Protection

Safeguard your wealth with strategic entity structures and estate planning. Our team helps you protect your assets today and for the future.

Mergers & Acquisitions

From prep to post-sale, we help optimize M&A transactions. Services include buyer readiness, market research, due diligence, asset allocation, and quality of earnings reporting.

HR Consulting

Our outsourced HR services cover recruitment, compliance, performance management, and more. We help streamline your workforce operations while staying compliant with evolving regulations.

Estate Planning

Ensure efficient asset transfer during life and after death. We guide you through estate analysis, tax incentives, and more—customized to your needs. 

Buy-Sell Agreements

We help draft, review, and update governance documents tailored to your exit strategy—whether for an LLC, partnership, or corporation.

Technology Services & Audits

From IT setup to consulting, we keep your systems running and efficient. Our audits uncover tech improvements that boost productivity and reduce risk.

Cybersecurity

Your data is critical—our team protects it. We offer risk detection, incident response, employee training, and recovery services to keep your business secure.

Additional business advisory services include: cost-benefit analysis and fraud resilience studies.