Ep 37: Ready, Set, Meet: Preparing Your Firm for Post–Tax Season

The October 15 tax deadline is behind you — but what now? After
months of nonstop work, long nights, and extension filings, many
CPA firm leaders finally exhale… only to face the real question:


 


Now that the rush is over, is your firm actually ready for what
comes next?


 


In this episode of Everything CPA & Private
Equity, Philip Whitman, CPA, David Wolfskehl,
and David E. Kells Jr. break down how firms can use the
post–October 15 window to prepare for opportunity — whether
that’s mergers, succession, or new investments.


 


Here’s what you’ll take away:


• Clarity before action: How to define what you truly want —
for yourself, your partners, and your legacy — before taking that
first meeting.


• One firm, one voice: Why alignment across your partner
group builds confidence and credibility with potential buyers or
investors.


• Prep drives value: The key financial, cultural, and
operational steps that increase enterprise value long before any
deal is signed.


• Address red flags early: How transparency about challenges
protects your reputation and keeps deals from falling apart.


• Treat it like a partnership: Why responsiveness,
readiness, and trustworthiness set the tone for better outcomes.


 


Listen now to learn how to turn the post–October 15 slowdown into
your firm’s strongest season of growth and opportunity!


 


#CPAFirmGrowth #PrivateEquity #AccountingLeadership
#MergersAndAcquisitions #WhitmanTransitionAdvisors