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Ep 29: Beyond the Buyout: How Occams Elevate Builds Real Firm Value
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl
22 minutes 23 seconds
3 months ago
Ep 29: Beyond the Buyout: How Occams Elevate Builds Real Firm Value
What Happens When PE Is Led by Operators—Not Just Investors?
In this episode of Everything CPA and Private Equity, Phil and David sit down with Sanjay Agarwal, CEO of Occams Elevate, to explore a new model of growth capital built by CPAs, for CPAs.
In this episode, you’ll be able to:
Understand how operator-led PE platforms differ from traditional investor-only models
Learn why Occam’s Elevate prioritizes autonomy, equity incentives, and culture preservation
See how Sanjay’s team supports firms with built-in HR, finance, marketing, and AI infrastructure
Discover why advisory and audit are at the center of their long-term strategy
Get insights into flexible exit options—including rollover equity and second-bite planning
Tune in now to hear why this new platform is turning heads—and how it could align with your firm’s next chapter!
#PrivateEquity #CPADeals #OperatorLedGrowth #MergersAndAcquisitions #StrategicPartnerships
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl
