Everything CPA and Private Equity with Phil Whitman and David Wolfskehl
By Whitman Transition Advisors
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Episodes: 45
Description
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!
| Episode | Date |
|---|---|
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Ep 45: The CPA Firm Model That Buyers Want Most with Mark Martukovich
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May 15, 2026 |
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Ep 44: Inside a Real CPA Firm Deal From First Call to LOI with Dave Kells
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Apr 17, 2026 |
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Ep 43: The Difference Between a Good CPA Firm and a Valuable One with David Kells
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Mar 13, 2026 |
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Ep 42: Thirty One Flavors and a Billion Dollar Decision
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Mar 06, 2026 |
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Ep 41: Rethinking Ownership: Why Equity Quality Matters in CPA Firms with Nishaad Ruparel
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Feb 05, 2026 |
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Ep 40: What’s Next for CPA Firms: PE, Independence, and the Road to 2026
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Jan 22, 2026 |
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Ep 39: So Many PE Models, So Little Clarity: Your Post-Summit Roadmap with Dave Kells
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Dec 11, 2025 |
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Ep 38: From Volatility to Legacy: Helping CPA Clients Navigate Bitcoin with Mike Williams
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Nov 27, 2025 |
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Ep 37: Ready, Set, Meet: Preparing Your Firm for Post–Tax Season
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Oct 23, 2025 |
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Ep 36: Private Equity Meets Niche Expertise: Opportunities for Specialty Practices
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Oct 09, 2025 |
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Ep 35: Why a Profitable Firm Like Sax Still Chose Minority PE with Joe Damiano
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Sep 25, 2025 |
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Ep 34: Fiercely Independent—or Strategically Aligned? The Choice for CPA Firms with Alan Whitman
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Sep 12, 2025 |
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Ep 33: Efficiency = Valuation: The Power of Tech in CPA Deals with Joe Carufe
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Aug 28, 2025 |
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Ep 32: Beyond the Big Firms: How Sub-$3M Practices Are Getting PE Deals
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Aug 21, 2025 |
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EP 31: Why CPA Firms Under $3M Are Now on Private Equity’s Radar
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Aug 07, 2025 |
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Ep 30: Private Equity in Accounting: Fear vs. Fact
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Jul 31, 2025 |
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Ep 29: Beyond the Buyout: How Occams Elevate Builds Real Firm Value
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Jul 24, 2025 |
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Ep 28: Chemistry Over Cash: The Truth About PE Alignment
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Jul 17, 2025 |
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Ep 27: Minority Investment, Major Impact: A New Model for CPA Firm Growth
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Jul 03, 2025 |
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Ep 26: From Startup to $300M: Inside a New PE Model for CPA Firms
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Jun 26, 2025 |
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Ep 25: What Happens When You Build a Firm Around People, Not Just Profit
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Jun 19, 2025 |
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Ep 24: Double Your Firm in 3 Months? PE-Backed Firms Are Doing It
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Jun 13, 2025 |
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Ep 23 - Built Boutique: How Platform Accounting Quietly Scaled 50+ Firms
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Jun 05, 2025 |
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Ep 22 - How Frazier & Deeter Turned Caution into Confidence
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May 22, 2025 |
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Ep 21 - Are CPA Firms Losing Their Edge After PE Deals?
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May 14, 2025 |
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Ep 20: Audit Integrity vs. Outside Investment: Can Firms Have Both?
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May 13, 2025 |
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Ep 19: What Makes a Firm ESOP-Ready? Real Talk for CPA Leaders
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Apr 24, 2025 |
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Ep 18: The Luck Myth: Why Proactive Leaders Win More
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Apr 17, 2025 |
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Ep 17: Tariffs, Markets & M&A: A Wake-Up Call for CPA Firm Owners
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Apr 07, 2025 |
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Ep 16: Smaller CPA Firms Are Winning Big in Mergers!
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Apr 03, 2025 |
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Ep 15: Deals, Disruption, and Doing It Right: Lessons from a CPA Icon
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Mar 27, 2025 |
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Ep 14: Is your EBITDA holding you back from big deals?
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Mar 20, 2025 |
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Ep 13: How to Make Your CPA Firm More Valuable in Just 18 Months
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Mar 13, 2025 |
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Ep 12: The Shoemaker’s Children Syndrome Can Ruin Your Deal
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Mar 06, 2025 |
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Ep 11: From $0 to a Top 30 Firm: The Ascend Growth Story
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Feb 27, 2025 |
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Ep 10: Why CPAs Are Betting Big on Private Equity-And Winning with Lee Cohen
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Feb 20, 2025 |
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Ep 9: A Year to Transform: How CPA Firms Can 5X Their Valuation
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Feb 13, 2025 |
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Ep 8: From $1M to $40M: What Private Equity Looks for in CPA Firms
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Feb 06, 2025 |
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Ep 7: Exploring Private Equity’s Role in Transforming the Accounting Industry with Glenn Friedman
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Jan 28, 2025 |
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Ep 6: The Impact of Offshoring and Profitability on Private Equity Readiness with David Kells
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Jan 14, 2025 |
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Ep 5: The Citrin Cooperman-Blackstone Deal: A Game-Changer for Accounting and Private Equity
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Jan 09, 2025 |
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Ep 4: 2025 Insights Unlocking CPA and Private Equity Opportunities
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Jan 07, 2025 |
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Ep 3: What CPA Firms Need to Know About Private Equity
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Jan 02, 2025 |
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Ep 2: How CPA Firms Can Maximize Value with Private Equity with David Kells
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Dec 17, 2024 |
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Ep 1: Insights and Opportunities in Private Equity for CPAs with Terry Putney
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Dec 02, 2024 |