Ep 28: Chemistry Over Cash: The Truth About PE Alignment

Is your firm ready for private equity—or just reacting to a phone
call?


In this episode of Everything CPA and Private Equity, hosts Phil
Whitman and David Wolfskehl are joined by guest David Kells,
leader of WTA’s Profit Team, to uncover what really separates
high-value deals from short-sighted decisions.


 


In this episode, you’ll be able to:




Understand why meeting 1 or 2 PE firms is never enough to
make a smart decision




Learn how cultural alignment matters more than a high
multiple




Discover how WTA helped one firm boost cash upfront from 40%
to 60% by knowing buyer patterns




Get clarity on deal types: Topco vs. Local equity, short vs.
long holders, minority vs. majority stakes




See how education and advocacy protect sellers from bad fits
and future regret




 


Listen now to learn how Whitman Transition Advisors guides firms
through one of the most important decisions they’ll ever make!


 


#CPAFirmGrowth #PrivateEquityDeals #StrategicAdvisory
#MergersAndAcquisitions #AccountingLeadership