Whitman Advisory Launches Conventus for Small Firms
The new membership community provides resources and peer support for independent businesses earning under $8 million annually.
Updated on Oct. 29, 2026 in Financial Planning
Live Poll
Do you believe joining professional peer groups helps small business owners make better decisions?
Whitman Advisory has launched Conventus, a support program designed for independent firms generating less than $8 million in yearly revenue. The initiative aims to alleviate the professional isolation often experienced by leaders of smaller organizations.
Why it matters
Small firm leaders frequently struggle to build internal expertise on their own. This platform allows these executives to collaborate with peers and access professional resources to refine their pricing, technology, and service strategies.
The program is restricted to independent firms with under $8 million in annual revenue. It facilitates growth through monthly learning cycles, roundtable discussions, and formal quarterly performance reviews.
The players
Whitman Advisory
Whitman Advisory is a professional services firm that focuses on growth strategies and operational consulting for independent business entities.
The details
Members of Conventus gain access to practice management experts and facilitators who help pressure-test business ideas. The community also hosts an in-person event, the Annual Conventus Summit, to further facilitate networking and development.
Timeline
May 2026: Whitman Advisory partnered to launch the CPA Leadership Group.
June 2026: Whitman Advisory released a firm valuation tool.
September 2026: The firm launched a 90-day succession-planning program.
October 2026: Whitman Advisory launched the Whitman360 Strategic Growth Partnership.
October 29, 2026: Whitman Advisory officially launched the Conventus program.
Market Dynamics
The introduction of Conventus marks an expansion of support services following the precedent set by the Whitman360 Strategic Growth Partnership. This move reflects a broader industry trend of consultancy firms building tiered communities to capture the needs of smaller, independent market players.
Independent firm owners can now utilize quarterly performance reviews and expert-led roundtables to potentially improve their business valuation. These resources aim to streamline operational decision-making for those managing firms with limited internal support staff.
The takeaway
Small firm leaders can mitigate the risks of professional isolation by participating in structured peer-review networks. Regularly benchmarking firm performance against peers allows executives to identify operational weaknesses before they impact annual revenue.
Further reading
For more strategies on firm management, visit the Financial Planning section.
Source note: This article includes information reported by Accounting Today.
Live Poll
Do you believe joining professional peer groups helps small business owners make better decisions?
