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Ep 24: Double Your Firm in 3 Months? PE-Backed Firms Are Doing It
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl
13 minutes 59 seconds
5 months ago
Ep 24: Double Your Firm in 3 Months? PE-Backed Firms Are Doing It
Still think private equity is a passing trend in accounting? Think again.
In this episode of Everything CPA and Private Equity, Phil Whitman and David Wolfskehl unpack what they’re seeing across the country as they attend top CPA conferences—and how firm leaders can make sense of it all.
In this episode, you will be able to:
Understand why PE-backed firms are now dominating the CPA event landscape.
Hear real-world stories of firms that doubled in size within months after partnering with PE.
Discover the shift from “PE curiosity” to “PE strategy” among firm leaders.
Learn why staying independent is still a viable path—but only if you prepare smartly.
Get tips on how to educate your team and evaluate your competition in this evolving market.
Whether you’re PE-curious or committed to independence, this episode will help you see what’s coming next—and how to position your firm to thrive.
Listen now!
#PrivateEquity #CPAIndustry #FirmLeadership #MergersAndAcquisitions #EverythingCPAandPE
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl
