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!
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
Disclaimer
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