Ep 9: A Year to Transform: How CPA Firms Can 5X Their Valuation

In this episode of Everything CPA and Private Equity, David
Wolfskehl sits down with David Kells, leader of the Profit Team
and former COO of Citrin Cooperman, to discuss what CPA firms
must do to prepare for a successful transaction. Whether you’re
considering private equity or aiming to stay independent, this
conversation will help you position your firm for maximum
profitability and efficiency.


 


In this episode, you will be able to:
Identify the key financial fundamentals that make your firm
more attractive to buyers Optimize your people, process, and
technology for maximum efficiency Understand how private equity
evaluates CPA firms and how to increase your valuation Learn how
offshoring can be a game-changer—and the biggest mistakes firms
make Avoid the common pitfalls that reduce enterprise value and
delay deals

 


Listen to the full episode to gain valuable insights on
strengthening your firm’s position for future opportunities.


 


Have questions or need guidance? Contact Dave Kells at
dkells@whitmantransition.com to discuss how the Profit Team can
help you optimize your firm for growth, efficiency, and maximum
valuation!