All content for Everything CPA and Private Equity with Phil Whitman and David Wolfskehl is the property of Whitman Transition Advisors and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Ep 19: What Makes a Firm ESOP-Ready? Real Talk for CPA Leaders
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl
27 minutes 43 seconds
6 months ago
Ep 19: What Makes a Firm ESOP-Ready? Real Talk for CPA Leaders
Is an ESOP the right next step for your CPA firm?
In this episode of Everything CPA and ESOP, David Wolfskehl is joined by Cristine O’Keefe and Tabitha Croscut to unpack what firms need to know about Employee Stock Ownership Plans—from legal structure to strategic fit. Whether you’re actively exploring succession options or just want to future-proof your firm, this conversation offers clarity and direction.
In this episode, you’ll be able to:
•Understand how ESOPs work and why more CPA firms are considering them
•Learn the legal and tax benefits that make ESOPs attractive
•Discover what makes a firm a good fit for ESOP implementation
•Hear insights from real-world firm experiences
•Avoid common pitfalls that can derail an ESOP transition
If you’re exploring options beyond traditional succession, this episode is a must-listen!
#ESOP #CPAIndustry #SuccessionPlanning #FirmLeadership #AccountingStrategy
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl
