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!
What should CPA firms focus on today to stay relevant?
In this episode of Everything CPA and Private Equity, Phil Whitman and David Wolfskehl sit down with Michael Horwitz of the BDO Alliance to discuss the forces reshaping the profession, from private equity and AI to growth, governance, and independence.
In this episode, you will be able to:
• Understand how private equity is changing firm valuations and strategic options
• Learn why growth must be intentional and well planned
• Explore how AI is widening the gap between firms that invest and firms that wait
• Discover why relationships and governance matter more than ever
• Identify what independent firms should prioritize to stay competitive
Listen to the full episode of Everything CPA and Private Equity for Michael’s perspective on where the profession is headed and how firms can prepare!
#EverythingCPAandPrivateEquity #CPAProfession #AccountingLeadership #PrivateEquity #FirmGrowth
Disclaimer
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