Client Critical Response Team

In response to these unprecedented times and to help guide your business through, we have created a Client Critical Response Team.

This is a group of Whalen experts that is dedicated to being a resource to you and your business and staying on top of the latest announcements and legislation changes.

They will each be able to expertly guide you on one of the topics below and specifically asses your current situation with the following:


In addition, we have a tool available for clients to assist them with tracking their PPP expenses and debt forgiveness.

If interested, please reach out to a member of the COVID-19 team or your Whalen advisor.