Ep 29: Beyond the Buyout: How Occams Elevate Builds Real Firm Value

What Happens When PE Is Led by Operators—Not Just Investors?


In this episode of Everything CPA and Private Equity, Phil and
David sit down with Sanjay Agarwal, CEO of Occams Elevate, to
explore a new model of growth capital built by CPAs, for CPAs.


 


In this episode, you’ll be able to:




Understand how operator-led PE platforms differ from
traditional investor-only models




Learn why Occam’s Elevate prioritizes autonomy, equity
incentives, and culture preservation




See how Sanjay’s team supports firms with built-in HR,
finance, marketing, and AI infrastructure




Discover why advisory and audit are at the center of their
long-term strategy




Get insights into flexible exit options—including rollover
equity and second-bite planning




 


Tune in now to hear why this new platform is turning heads—and
how it could align with your firm’s next chapter!


 


#PrivateEquity #CPADeals #OperatorLedGrowth
#MergersAndAcquisitions #StrategicPartnerships