Everything CPA and Private Equity with Phil Whitman and David Wolfskehl

Worried your clients will ask, “Why didn’t you tell me about Bitcoin sooner?” In this episode of Everything CPA & Private Equity, Phil Whitman and David Wolfskehl sit down with Mike Williams of TrueVestments to unpack the Bitcoin Legacy Fund—what it is, why Wall Street is leaning in, and how CPA firms can educate and protect high-net-worth clients while still managing risk.   In this episode, you will be able to:   Understand why Bitcoin’s volatility is normal for a high-upside asset and how to think beyond day-to-day price swings. See how the Bitcoin Legacy Fund is structured specifically for CPA firm owners and their high-net-worth clients. Learn how to position Bitcoin as a long-term wealth silo, not a short-term trading play. Explore practical ways CPA firms can educate clients—using webinars, documentaries, and joint meetings with Mike’s team. Decide how your firm wants to show up: as the advisor who avoided the conversation, or the one who helped clients navigate it intelligently.   Tune into this episode of Everything CPA & Private Equity to get the education you need before your clients start asking the hard questions! #CPAFirmLeadership #DigitalAssetsEducation #PrivateEquityInsights #BitcoinLegacyFund #AdvisorStrategy

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

What happens when private equity meets the most specialized corners of the CPA world—valuation, forensics, litigation, and advisory? A whole new set of opportunities emerges.   In this episode of Everything CPA & Private Equity, hosts Phil Whitman and David Wolfskehl unpack how niche-focused firms are finding their place in today’s PE-driven market—and why their expertise is more valuable than ever.   In this episode, you will be able to: • Understand how specialty firms fit into the broader PE and M&A ecosystem • Learn why niche expertise is becoming a key value driver in firm growth • Explore how roll-up models create new referral opportunities for specialized providers • See how consistent results and strong reputations attract PE attention—even without recurring revenue • Discover why now is the right time for specialty firms to scale or partner   Tune in to learn how private equity is reshaping the future of niche expertise in the CPA industry!   #PrivateEquity #CPAInsights #SpecialtyFirms #FirmGrowth #ValuationAndForensics

Why would a thriving CPA firm take outside investment? In this episode of Everything CPA and Private Equity, hosts Phil Whitman and David Wolfskehl sit down with Joe Damiano of Sax to unpack why even a highly profitable, fast-growing firm chose a minority private equity partner.   In this episode, you will be able to: • Learn why deal flow—not just capital—was the catalyst for Sax’s decision • See how a minority investment can help level the playing field in M&A • Understand how Sax balanced culture, partner engagement, and economics • Discover how a strong capital stack opens doors for future growth • Hear why PE can be about strategic alignment—not losing independence   Listen now to uncover why even the strongest firms explore PE—and what lessons your firm can take away!   #PrivateEquity #CPAFirmGrowth #AccountingDeals #MergersAndAcquisitions #FirmStrategy