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 your people thriving, or are they quietly burning out?
In this episode of Everything CPA and Private Equity, Phil Whitman and David Wolfskehl sit down with Amy Vetter, CPA, CEO of The B3 Method Institute, to discuss one of the most important—and often overlooked—drivers of firm success: people.
In this episode, you will be able to:
• Understand how fulfillment and employee engagement impact firm profitability
• Learn how to measure the ROI of culture, leadership, and wellness initiatives
• Discover why top performers are often the most at risk for burnout
• Explore strategies for improving retention, innovation, and team alignment
• See how firms can create sustainable growth while reducing workload and turnover
The firms that win in the future won’t just invest in technology. They’ll invest in their people.
Listen now to the full episode!
#EverythingCPAandPE #AmyVetter #CPAFirmGrowth #AccountingLeadership #FirmCulture
Disclaimer
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