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 if the best time to prepare your CPA firm for a transaction is years before you ever plan to make one?
In this episode of Everything CPA and Private Equity, David Wolfskehl and Phil Whitman sit down with Mark Martukovich, CPA, of Business Advisory and Accounting Partners to discuss how he transformed a traditionally transactional CPA practice into a more predictable, scalable advisory business.
In this episode, you will be able to:
• Learn how to turn informal advisory conversations into structured, repeatable service offerings
• Understand how recurring advisory agreements can create more predictable revenue and cash flow
• Explore why building systems that are not dependent on one partner can make a firm more scalable
• Discover how predictable, profitable advisory revenue can influence the way a firm is valued in a transaction
• Learn how to begin introducing advisory services without waiting for the model to be perfect
Listen to the full episode of Everything CPA and Private Equity to hear how intentional planning, recurring advisory services, and scalable systems can help build a more valuable firm before it’s time to make a deal!
#EverythingCPAandPrivateEquity #CPAAdvisory #CPAFirms #PrivateEquity #FirmValue
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