Ep 10: Why CPAs Are Betting Big on Private Equity-And Winning with Lee Cohen

Is Private Equity the Future of CPA Firms? Find Out in This Episode

 

In this episode of Everything CPA & Private Equity, we sit down with Lee Cohen, a CPA firm leader who made the bold leap into private equity. He shares what it’s really like post-transaction, the biggest misconceptions CPA firms have about PE, and why this model could be the key to long-term success and firm growth. From leadership evolution to staff equity opportunities, this conversation is packed with insights for any CPA firm owner considering their next move.

 

In this episode, you will be able to:

1. Understand the biggest fears CPA firm leaders have about private equity—and the reality behind them
2. Learn how private equity removes the admin burden so firms can focus on growth and client service
3. Discover how equity buy-in programs are changing the game for young CPAs
4. Gain insights into the new role of managing partners in a PE-backed firm
5. Hear Lee’s personal experience on finding the right PE partner and making the leap
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Listen to the full episode now!

 

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