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Everything CPA and Private Equity with Phil Whitman and David Wolfskehl
Whitman Transition Advisors
37 episodes
3 weeks ago
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Management
Business,
Investing,
Entrepreneurship
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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.
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Management
Business,
Investing,
Entrepreneurship
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Ep 22 - How Frazier & Deeter Turned Caution into Confidence
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl
27 minutes 35 seconds
5 months ago
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
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl