Ep 22 - How Frazier & Deeter Turned Caution into Confidence

Is Private Equity the Future of CPA Firm Growth—or Just a Risky
Shortcut?


 


In this episode of Everything CPA and Private Equity, Frazier
& Deeter’s Jeremy Jones and Seth McDaniel join Phil Whitman
and David Wolfskehl to reveal how their firm went from cautious
observers to confident partners with General Atlantic. It’s an
honest, behind-the-scenes look at the strategy, process, and real
impact of private equity in the accounting world.


 


In this episode, you will be able to:


•Understand why Frazier & Deeter initially said “no” to
private equity—and what changed their minds.


•Learn how they narrowed down 35 offers to one perfect-fit
partner based on values, culture, and vision.


•See how they brought all 61 partners into the process with
transparency, alignment, and buy-in.


•Hear their roadmap for national expansion, people development,
and tech investment post-deal.


•Get clarity on quality concerns, partner control, and the
realities of PE “turns” over time.


 


If your firm is exploring what’s next—don’t miss this real-world
case study in strategic transformation!


 


#PrivateEquity #CPAIndustry #FirmLeadership #AccountingGrowth
#EverythingCPAandPE