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EP 31: Why CPA Firms Under $3M Are Now on Private Equity’s Radar
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl
18 minutes 6 seconds
3 months ago
EP 31: Why CPA Firms Under $3M Are Now on Private Equity’s Radar
Think private equity is only chasing the biggest players in the industry?
Think again. In this episode of Everything CPA and Private Equity, Phil Whitman and David Wolfskehl break down how firms under $3M in revenue are closing PE-backed deals — and why the opportunities have never been better for smaller practices.
In this episode, you will be able to:
Understand why PE firms and family offices are now targeting smaller CPA firms
Learn what deal structures can look like beyond the traditional “one-times revenue” model
Discover the key qualifiers that make a smaller firm attractive to strategic investors
See why culture and chemistry still matter more than the highest multiple
Explore how niche expertise can give small firms a big advantage in PE conversations
Listen now and find out how even smaller firms can leverage today’s market to take chips off the table, access growth capital, and secure their future!
#CPADeals #PrivateEquity #AccountingFirms #MergersAndAcquisitions #FirmGrowth
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl
