Whalen & Company announces merger with Advanced Practice Management

Worthington, Ohio, November 2021 – Whalen & Company is proud to announce our recent merger with Advanced Practice Management (APM). APM has over 40 years of experience servicing the health care market and has been providing the highest level of accounting, tax, and consulting services to their family of businesses.

For years Whalen has had a close working relationship with APM and has come to admire their associates’ abilities to build close relationships and trust by treating each of their clientele’s business concerns as their own.

“We have had a long-standing relationship with the folks at APM and have grown to admire and respect them, not only for their incredible brand and place in the market, but for their firm values and dedicated client service”, Lisa G. Shuneson, Co-managing Partner, Whalen & Company.

“I can’t wait to begin working with APM and to include them in our Whalen family,” Richard D. Crabtree, Co-managing Partner, Whalen & Company.