Everything CPA and Private Equity with Phil and David
Everything CPA and Private Equity with Phil and David
Podcast Description
Welcome to Everything CPA and Private Equity, 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!
Podcast Insights
Content Themes
The podcast primarily focuses on themes surrounding private equity and CPA firms, addressing topics like investment strategies, partnership models, and firm growth. Episodes include discussions on how private equity can transform CPA firms, with examples such as leveraging private equity to enhance firm valuation and ways to attract top talent while maintaining ownership control.
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!
Are CPA firm leaders underestimating how complex these deals really are?
In this episode of Everything CPA & Private Equity, Phil Whitman and David Wolfskehl break down the real lessons from 22+ investor meetings in a single month—and why “the multiple” is only one small scoop in a much bigger ice cream shop.
With 31 flavors, 12 cones, and endless toppings, today’s transactions are more nuanced than ever. The firms that win are the ones that understand the full menu—not just the headline number.
In this episode, you will be able to:
• Understand why the multiple alone does not determine total enterprise value
• Learn how EBITDA adjustments, add-backs, and flexibility can dramatically change outcomes
• See why smaller firms are experiencing increased competition and rising valuations
• Recognize the importance of chemistry and culture in both high-trust and low-trust deals
• Discover why having multiple offers improves leverage, clarity, and negotiating power
Listen now to gain the education most firm leaders never get—and make sure your next conversation is strategic, not reactive!
#EverythingCPAandPE #CPAFirmLeadership #PrivateEquityInAccounting #FirmValuation #CPAMergers
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