Ep 33: Efficiency = Valuation: The Power of Tech in CPA Deals with Joe Carufe

Is your firm’s outdated tech holding back growth—and lowering
valuation?


 


Tech isn’t just a back-office tool anymore—it’s a growth driver
in private equity deals. In this episode of Everything CPA &
Private Equity, hosts Phil Whitman and David Wolfskehl sit down
with Joe Carufe of Karbon to explore how the right tech stack
transforms firms before and after a PE transaction.


 


In this episode, you will be able to:


 




Understand why PE firms see tech infrastructure as critical
to scaling CPA practices




Learn how standardized workflows and training boost
profitability and efficiency




Discover how smaller firms gain a “rocket booster” of
innovation when joining PE platforms




Explore why tech prep matters even if you’re not planning to
sell soon




See how improved efficiency translates directly into higher
valuations




 


Listen now to hear how PE-backed firms are modernizing through
tech—and why preparing your stack today sets you up for success
tomorrow.


 


#PrivateEquity #CPAFirmGrowth #AccountingTechnology
#WorkflowAutomation #FirmValuation