New Small Business Community Offers Strategic Support
Owners of small firms can now access peer-based performance reviews and expert guidance to help improve business operations.
Updated on Oct. 29, 2026 in Financial Planning
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Whitman Advisory has launched Conventus, a membership community designed to support independent firms with less than $8 million in annual revenue. The program provides small business leaders with access to practice management experts and peer-based performance reviews to address common operational challenges.
Why it matters
Independent firm leaders often face isolation and limited internal expertise when navigating business growth or operational shifts. This new resource aims to provide a structured environment for these owners to pressure-test their strategic ideas and refine their business models.
The Conventus program specifically targets independent firms with under $8 million in annual revenue. This revenue threshold helps identify smaller operations that may lack the specialized internal resources found in larger organizations.
The players
Whitman Advisory
A business advisory firm that provides growth partnerships, valuation tools, and management programs for professional firms.
The details
Conventus functions as a support network where members participate in monthly learning days and quarterly performance reviews. By connecting with facilitators and peers, owners can analyze their pricing, technology usage, and service offerings. The platform allows these leaders to pressure-test business concepts before implementation, helping them mitigate the risks associated with operating independently.
Timeline
May 2026: Whitman Advisory launched the CPA Leadership Group.
June 2026: The firm released a tool for business valuation.
September 2026: Whitman Advisory introduced a 90-day succession-planning program.
October 2026: The Whitman360 Strategic Growth Partnership was launched.
October 29, 2026: Whitman Advisory launched the Conventus community.
Money Landscape
The launch of Conventus follows the established framework of the Whitman360 Strategic Growth Partnership, focusing on providing management resources to small firms. This initiative continues a trend of advisory firms creating specialized support communities to help small business owners manage growth.
Small business owners should evaluate whether their current operational budget allows for the membership costs associated with peer-learning groups. Before committing to such programs, owners should discuss the potential return on investment with a qualified tax or business professional.
The takeaway
Small business leaders often benefit from external perspectives to overcome the challenges of operating in isolation. Consider reviewing your current firm performance metrics and evaluating if your business could benefit from a structured peer-review or growth-consulting program.
Further reading
Learn more about managing your professional business structures in our Financial Planning section.
Source note: This article includes information reported by Accounting Today.
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Do you believe joining professional peer groups helps small business owners make better decisions?
