Ep 3: What CPA Firms Need to Know About Private Equity

In this episode of Everything CPA and Private Equity, Phil Whitman and David Wolfskehl explore how these transformative changes are reshaping CPA firms. From avoiding deal-breaking missteps to unlocking wealth-building opportunities for younger partners, they share real-world insights and strategies for success.

 

In this episode, you will be able to:

1. Understand how private equity is changing the CPA firm model and what it means for your business.
2. Learn the critical importance of language in negotiations and how to frame deals for success.
3. Explore wealth-building opportunities for younger partners and strategies to avoid traditional buyout burdens.
4. Discover how specialty practices can adapt to private equity-driven changes and seize new opportunities.
5. Gain actionable steps to increase your firm’s value and compete with private equity-backed firms.

 

This is an essential listen for any CPA firm leader looking to stay competitive and informed in today’s market. Don’t miss it!