Ep 2: How CPA Firms Can Maximize Value with Private Equity with David Kells

Is your CPA firm really ready for private equity—or just hoping
for the best?


In this episode, hosts Phil Whitman and David Wolfskehl are
joined by special guest David Kells, leader of the Profit Team
and former COO of Citrin Cooperman. They tackle the big question:
How can CPA firms maximize their value before exploring private
equity deals?


 


In this episode, you will be able to:
Understand how to increase your firm's total enterprise value
before a sale. Discover the low-hanging fruits for operational
efficiency and quick profit gains. Learn why private equity prefers
well-run firms over fixer-uppers. Explore the importance of
offshoring and process optimization for profitability. Uncover the
true impact of multiple bites of the apple for younger partners.

 


Don’t miss this episode—packed with actionable advice for CPA
firms ready to seize new opportunities in today’s evolving
market.


 


#CPA #PrivateEquity #FirmGrowth #BusinessStrategy
#MergersAndAcquisitions