Ep 28: Chemistry Over Cash: The Truth About PE Alignment

Is your firm ready for private equity—or just reacting to a phone call?

In this episode of Everything CPA and Private Equity, hosts Phil Whitman and David Wolfskehl are joined by guest David Kells, leader of WTA’s Profit Team, to uncover what really separates high-value deals from short-sighted decisions.

 

In this episode, you’ll be able to:

• Understand why meeting 1 or 2 PE firms is never enough to make a smart decision

• Learn how cultural alignment matters more than a high multiple

• Discover how WTA helped one firm boost cash upfront from 40% to 60% by knowing buyer patterns

• Get clarity on deal types: Topco vs. Local equity, short vs. long holders, minority vs. majority stakes

• See how education and advocacy protect sellers from bad fits and future regret

 

Listen now to learn how Whitman Transition Advisors guides firms through one of the most important decisions they’ll ever make!

 

#CPAFirmGrowth #PrivateEquityDeals #StrategicAdvisory #MergersAndAcquisitions #AccountingLeadership