Everything CPA and Private Equity with Phil Whitman and David Wolfskehl
Welcome to Everything CPA and Private Equity with Phil Whitman and David Wolfskehl, the go-to podcast for accounting professionals navigating the rapidly evolving world of private equity. Hosted by the seasoned team at Whitman Transition Advisors, this podcast breaks down complex topics, shares expert insights, and provides actionable advice to help CPA firms understand and thrive in the private equity landscape. Each episode explores critical concepts, from investment strategies to partnership models, and features candid conversations with industry leaders and special guests. Whether you’re exploring opportunities, managing transitions, or simply curious about the latest trends, this podcast delivers the knowledge you need to make informed decisions and drive your firm’s success. Tune in, subscribe, and join us as we guide you through the intersection of accounting and private equity!
Episodes
Dec 17, 2024
Dec 17, 2024
27 min
Is your CPA firm really ready for private equity—or just hoping for the best?
In this episode, hosts Phil Whitman and David Wolfskehl are joined by special guest David Kells, leader of the Profit Team and former COO of Citrin Cooperman. They tackle the big question: How can CPA firms maximize their value before exploring private equity deals?
In this episode, you will be able to:
Understand how to increase your firm's total enterprise value before a sale.
Discover the low-hanging fruits for operational efficiency and quick profit gains.
Learn why private equity prefers well-run firms over fixer-uppers.
Explore the importance of offshoring and process optimization for profitability.
Uncover the true impact of multiple bites of the apple for younger partners.
Don’t miss this episode—packed with actionable advice for CPA firms ready to seize new opportunities in today’s evolving market.
#CPA #PrivateEquity #FirmGrowth #BusinessStrategy #MergersAndAcquisitions
Dec 2, 2024
Dec 2, 2024
19 min
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!
About Whitman Transition Advisors
Our team works with 100’s of CPA firms just like yours, and more importantly, we know what drives success. That’s why we’ve built Whitman Transition Advisors with the leading experts who provide: