Ep 3: What CPA Firms Need to Know About Private Equity

Could your firm’s blind spots be the real dealbreaker in a PE
transaction?


In this episode of Everything CPA and Private Equity, Phil
Whitman and David Wolfskehl explore how these transformative
changes are reshaping CPA firms. From avoiding deal-breaking
missteps to unlocking wealth-building opportunities for younger
partners, they share real-world insights and strategies for
success.


 


In this episode, you will be able to:
Understand how private equity is changing the CPA firm model
and what it means for your business. Learn the critical importance
of language in negotiations and how to frame deals for success.
Explore wealth-building opportunities for younger partners and
strategies to avoid traditional buyout burdens. Discover how
specialty practices can adapt to private equity-driven changes and
seize new opportunities. Gain actionable steps to increase your
firm’s value and compete with private equity-backed firms.

 


This is an essential listen for any CPA firm leader looking to
stay competitive and informed in today’s market. Don’t miss it!