Ep 16: Smaller CPA Firms Are Winning Big in Mergers!

Are you a $1M–$5M CPA firm thinking private equity isn’t for you?
Think again.


 


In this episode of Everything CPA and Private Equity, David
Wolfskehl and Phil Whitman dig into why smaller, profitable firms
are more valuable than ever—and how geography, succession
planning, and firm mindset play a bigger role than you think.


 


In this episode, you will be able to:


•Understand why valuations for smaller CPA firms are on the rise


•Learn how profitability trumps size when it comes to private
equity interest


•Discover why “flying under the radar” is no longer a winning
strategy


•Get real-world examples of firms turning modest revenue into
major value


•Explore how succession and talent struggles are actually
attracting investors


 


Don’t miss this powerful conversation—listen to the full episode
now and discover what’s possible for your firm.


 


#CPA #PrivateEquity #FirmValuation #SuccessionPlanning
#MergersAndAcquisitions