Ep 1: Insights and Opportunities in Private Equity for CPAs with Terry Putney

Are you a CPA or firm exploring private equity partnerships?

Dive into the exciting world of CPA and private equity with industry experts Phil Whitman and David Wolfskehl. This episode sets the stage for a series dedicated to unpacking private equity's impact on the accounting profession. 

 

In this episode, you’ll be able to:

• Understand why private equity investments in CPA firms are skyrocketing.
• Learn the key terms and concepts like "rollover equity" and why they matter.
• Discover how to evaluate offers beyond the multiple—what really drives value.
• Hear about the cultural and strategic factors that ensure successful partnerships.
• Gain insider tips on navigating the M&A journey with confidence.

 

Don’t miss out! Hit subscribe now to stay ahead in the evolving CPA landscape. 

 

Have questions or thoughts about private equity in accounting? Message Phil and David on Linkedin!