Podcast terbaik David Wolf (2025)

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Ep 27: Minority Investment, Major Impact: A New Model for CPA Firm Growth 27:43

14d ago27:43

27:43

How can minority investments transform CPA firms—and what role does Bitcoin play in the future of finance? In this episode of Everything CPA and Private Equity, Mike Williams, Managing Partner of Truvestments, shares how his team is helping CPA firms scale, retain control, and lead clients into the next generation of financial strategy. In this epi…

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Ep 26: From Startup to $300M: Inside a New PE Model for CPA Firms 33:04

21d ago33:04

33:04

What happens when a CPA sees the gap—and decides to build the solution? In this episode of Everything CPA and Private Equity, Josh Funk, Chief Development Officer at Crete Professionals Alliance, shares how his journey from firm owner to PE-backed leader is transforming how CPA firms grow, scale, and lead in today’s market. In this episode, you wil…

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Ep 25: What Happens When You Build a Firm Around People, Not Just Profit 17:06

28d ago17:06

17:06

Can you grow fast, stay independent, and still put your people first? In this episode of Everything CPA & Private Equity, Ron Weiner shares how his firm scaled from 20 to 80+ team members while staying true to its values—no shortcuts, no compromises. From turning down private equity to implementing an ESOP, Ron walks through the real-life decisions…

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Ep 24: Double Your Firm in 3 Months? PE-Backed Firms Are Doing It 13:59

1M ago13:59

13:59

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-backe…

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Ep 23 - Built Boutique: How Platform Accounting Quietly Scaled 50+ Firms 23:15

1M ago23:15

23:15

What happens when a firm chooses legacy, culture, and long-term growth over flashy headlines and fast exits? In this episode of Everything CPA and Private Equity, David Wolfskehl sits down with Noah Beery, Head of Corporate Development at Platform Accounting, to uncover how a quiet, boutique-focused strategy led to 50+ acquisitions and lasting succ…

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Ep 22 - How Frazier & Deeter Turned Caution into Confidence 27:35

2M ago27:35

27:35

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 l…

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Ep 21 - Are CPA Firms Losing Their Edge After PE Deals? 22:43

2M ago22:43

22:43

Is Private Equity Killing Quality in Accounting? Let’s Set the Record Straight. In this episode, join David Wolfskehl, Phil Whitman, and special guest Reyes Florez as they address one of the most talked-about concerns in the industry: Does private equity hurt quality? The answers may surprise you. In this episode, you will be able to: •Understand w…

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Ep 20: Audit Integrity vs. Outside Investment: Can Firms Have Both? 20:59

2M ago20:59

20:59

Is Private Equity Really Putting CPA Firm Quality at Risk? That’s what a recent Wall Street Journal article suggests—but is it the full story? In this episode of Everything CPA and Private Equity, David Wolfskehl, Phil Whitman, and Dave Kells dig into the growing conversation around quality control in accounting firms backed by private equity or st…

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Ep 19: What Makes a Firm ESOP-Ready? Real Talk for CPA Leaders 27:43

3M ago27:43

27:43

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-proo…

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Ep 18: The Luck Myth: Why Proactive Leaders Win More 30:30

3M ago30:30

30:30

Do you believe luck plays a role in success? Or is it all about showing up and putting in the work? In this episode of Everything CPA and Private Equity, Richard Kopelman, CEO of Aprio, joins Phil Whitman and David Wolfskehl to share powerful insights on mindset, leadership, and creating your own opportunities. They dive into what it really means t…

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Ep 17: Tariffs, Markets & M&A: A Wake-Up Call for CPA Firm Owners 16:15

3M ago16:15

16:15

Worried about how tariffs and market volatility could impact your CPA firm’s future? In this special episode of Everything CPA & Private Equity, David Wolfskehl and Philip Whitman dive into how rising tariffs and stock market volatility are impacting the M&A landscape and the mindset of CPA firm leaders. In this episode, you will be able to: •Under…

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Ep 16: Smaller CPA Firms Are Winning Big in Mergers! 15:27

3M ago15:27

15:27

Are you a $1M–$5M CPA firm thinking private equity isn’t for you? Think again. In this episode of Everything CPA and Private Equity, David Wolfskehl and Phil Whitman dig into why smaller, profitable firms are more valuable than ever—and how geography, succession planning, and firm mindset play a bigger role than you think. In this episode, you will…

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Ep 15: Private Equity is not Prostitution! 37:28

4M ago37:28

37:28

Is private equity saving the accounting industry—or slowly taking it over? On this episode of Everything CPA & Private Equity, hosts David Wolfskehl and Philip Whitman, CPA, CEPA dive into the hot topic with Michael Horwitz, Executive Director of BDO Alliance USA and industry trailblazer Stanley Goldstein. In this episode, you’ll be able to: • Hear…

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Ep 14: Is your EBITDA holding you back from big deals? 20:03

4M ago20:03

20:03

Is your EBITDA the real reason your firm isn’t reaching its full potential? In this episode, hosts Phil Whitman and David Wolfskehl dive deep into the critical role EBITDA plays in determining your company’s value and its impact on mergers and acquisitions. They explore how profitability is now at the forefront of business growth, challenging the t…

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Ep 13: How to Make Your CPA Firm More Valuable in Just 18 Months 25:14

4M ago25:14

25:14

Is it really possible to drastically increase your CPA firm’s value in just 18 months? It may sound too good to be true, but with the right strategies in place, it’s absolutely achievable. In this episode, David Wolfskehl and Phil Whitman, joined by expert guest Dave Kells, dive deep into actionable steps that can help elevate your firm’s profitabi…

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Ep 12: The Shoemaker’s Children Syndrome Can Ruin Your Deal 14:52

4M ago14:52

14:52

Is Your CPA Firm Guilty of the Shoemaker’s Children Syndrome? Many CPA firms are excellent at helping clients stay financially strong but struggle to keep their own house in order. In this episode, Phil Whitman and David Wolfskehl dive into why internal disorganization can ruin private equity deals—and how to fix it before it’s too late. In this ep…

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Ep 11: From $0 to a Top 30 Firm: The Ascend Growth Story 35:14

5M ago35:14

35:14

How Can CPA Firms Leverage Private Equity Without Losing Control? Private equity is reshaping the CPA industry, but many firms hesitate—fearing loss of independence or the wrong financial move. So, what’s the right approach? In this episode of Everything CPA & Private Equity, Phil Whitman and David Wolfskehl sit down with David Wurtzbacher, CEO & F…

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Ep 10: Why CPAs Are Betting Big on Private Equity-And Winning with Lee Cohen 28:34

5M ago28:34

28:34

Is Private Equity the Future of CPA Firms? Find Out in This Episode In this episode of Everything CPA & Private Equity, we sit down with Lee Cohen, a CPA firm leader who made the bold leap into private equity. He shares what it’s really like post-transaction, the biggest misconceptions CPA firms have about PE, and why this model could be the key to…

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Ep 9: A Year to Transform: How CPA Firms Can 5X Their Valuation 21:37

5M ago21:37

21:37

In this episode of Everything CPA and Private Equity, David Wolfskehl sits down with David Kells, leader of the Profit Team and former COO of Citrin Cooperman, to discuss what CPA firms must do to prepare for a successful transaction. Whether you’re considering private equity or aiming to stay independent, this conversation will help you position y…

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Ep 8: From $1M to $40M: What Private Equity Looks for in CPA Firms 20:35

5M ago20:35

20:35

Thinking about taking chips off the table or positioning your CPA firm for strategic growth? In this episode of Everything, CPA and Private Equity, Phil Whitman and David Wolfskehl break down the latest trends in M&A and private equity investments in the accounting profession. In this episode, you will be able to: •Understand the latest private equ…

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Ep 7: Exploring Private Equity’s Role in Transforming the Accounting Industry with Glenn Friedman 30:57

6M ago30:57

30:57

Is private equity the future of accounting—or just a passing trend? Join hosts David Wolfskehl and Phil Whitman as they engage in a thought-provoking conversation with Glenn Friedman, CEO and Co-Managing Partner of Prager Metis CPAs. In this episode, they explore how private equity is reshaping the accounting industry, driving growth, presenting ch…

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Ep 6: The Impact of Offshoring and Profitability on Private Equity Readiness with David Kells 22:07

6M ago22:07

22:07

Is your firm truly built to thrive—or just getting by in today’s private equity-driven market? Join David Wolfskehl, Phil Whitman, and guest David Kells as they dive deep into the strategies CPA firms need to thrive in today’s private equity landscape. From profitability tips to offshoring insights, this episode is packed with actionable advice! In…

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Ep 5: The Citrin Cooperman-Blackstone Deal: A Game-Changer for Accounting and Private Equity 28:25

6M ago28:25

28:25

Special Episode Alert: The Citrin Cooperman-Blackstone Deal Unpacked This isn’t just any episode of Everything CPA and Private Equity—it’s a SPECIAL EDITION featuring an in-depth look at the monumental Citrin Cooperman Flip, powered by Blackstone, the largest private equity firm in the world. Join David Wolfskehl, Phil Whitman, Terry Putney, and Da…

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Ep 4: 2025 Insights Unlocking CPA and Private Equity Opportunities 5:10

6M ago5:10

5:10

New Year, New Opportunities in CPA & Private Equity! Kick off 2025 with fresh insights from Everything CPA and Private Equity! Hosts David Wolfskehl and Phil Whitman share their predictions for the year ahead, including the rise of new players, trends in firm profitability, and strategies to prepare for private equity opportunities. Whether you’re …

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Ep 3: What CPA Firms Need to Know About Private Equity 22:44

7M ago22:44

22:44

Could your firm’s blind spots be the real dealbreaker in a PE transaction? In this episode of Everything CPA and Private Equity, Phil Whitman and David Wolfskehl explore how these transformative changes are reshaping CPA firms. From avoiding deal-breaking missteps to unlocking wealth-building opportunities for younger partners, they share real-worl…

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Ep 2: How CPA Firms Can Maximize Value with Private Equity with David Kells 27:10

7M ago27:10

27:10

Is your CPA firm really ready for private equity—or just hoping for the best? In this episode, hosts Phil Whitman and David Wolfskehl are joined by special guest David Kells, leader of the Profit Team and former COO of Citrin Cooperman. They tackle the big question: How can CPA firms maximize their value before exploring private equity deals? In th…

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Ep 1: Insights and Opportunities in Private Equity for CPAs with Terry Putney 19:20

8M ago19:20

19:20

Are you a CPA or firm exploring private equity partnerships? Dive into the exciting world of CPA and private equity with industry experts Phil Whitman and David Wolfskehl. This episode sets the stage for a series dedicated to unpacking private equity's impact on the accounting profession. In this episode, you’ll be able to: Understand why private e…

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Episode 55 - Alec Burlakoff - Strippers, Drugs, and Killing In The Name Of. 1:11:34

2y ago1:11:34

1:11:34

Welcome to "The Wolf Den," in this episode we venture into the heart of the American opioid epidemic, exposing the dark underbelly of pharmaceutical sales and the devastating impact it has had on countless lives. In this special feature, we invite you to join us for an exclusive and emotionally charged interview with Alec Burlakoff, a former top ex…

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Episode 54 - Barry Minkow - The Good, The Bad and the Repentant 1:24:38

2y ago1:24:38

1:24:38

This week The Pack is joined by a man who needs no introductions to anyone in the world of finance. Barry Jay Minkow, former American businessman, pastor, and 2x convicted felon, is now turned, fraud hunter. At 16, Minkow founded ZZZZ Best, an immensely successful carpet cleaning and restoration company. However, it was a front to attract investmen…

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Episode 53 -Serpent ZA - Loving China - Fleeing China - Attacks by Confucius Institutes - China owning Putin 1:00:47

2+ y ago1:00:47

1:00:47

This Week The Pack is joined by Winston Sterzel, (on Twitter @serpentza) also known by his YouTube pseudonym SerpentZA. We talk about his time in China, his need to flee, How China has changed, and the chilling effect they have on free speech in the US. Russia, Ukraine, and Vietnam and how China has its hand in global events. He lived in Shenzhen i…

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Episode 52 -David Sokol - Mr. Fix it, The American Perspective, and finding the common ground. 44:52

2+ y ago44:52

44:52

This week The Pack is joined by an American business icon. David Sokol, David is the director and chairman of Atlas. David founded three companies in his career to date, taken three companies public, and as Chairman and CEO of MidAmerican Energy Holdings Company, he sold the company to Berkshire Hathaway, Inc. in 2000. David continued with Berkshir…

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Episode 51 - Matthew Farrell - Author, Poet, Artist, Investigator, Marine, and my friend 1:03:00

2+ y ago1:03:00

1:03:00

This week The Pack is joined by friends to remember one of the teams, a remarkable and unique individual, someone who was always behind the scenes helping but a person who will always be at the forefront of our thoughts... Author, Poet, Artist, Investigator, Marine, and my friend In Matt's words -Ruthless, secretive, and sometimes seedy buy-side an…

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Episode 50 - Dr. Arthur B. Laffer - Taxes, Politics, Voodoo Economics and the only good thing in Ohio 1:09:39

2+ y ago1:09:39

1:09:39

This week The Pack is joined by Dr. Art Laffer. (on Twitter @LafferCenter) His economic acumen and influence in triggering a worldwide tax-cutting movement in the 1980s earned him the distinction in many publications as “The Father of Supply-Side Economics.” The Laffer Curve is one of the primary theoretical constructs of supply-side economics, ill…

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Episode 49 - Lars Emmerich - The real Top Gun, Bitcoin, Novels and the death of moderates 1:06:54

2+ y ago1:06:54

1:06:54

This week The Pack is joined by Lars Emmerich (Twitter @Lars_Emmerich), Lars is an American thriller, crime, and mystery author who enjoys reading a good story as much as he does writing it. He was a fighter pilot before going full-time into writing. Then came Crypto, Lars became a miner and investor in some of our favorite non-fiat currencies. Alm…

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Episode 48 - Zach Greenberg - Free speech on college campus 39:18

2+ y ago39:18

39:18

This week the Pack is joined by Attorney Zachary Greenberg, Senior Program Officer, Student Organizations, Campus Rights Advocacy at FIRE, the Foundation for Individual Rights and Expression. Their mission is to defend and sustain the individual rights of all Americans to free speech and free thought. The Pack discusses why every college professor …

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Episode 47 - Nick Reid - Moving Picture Institute, making freedom films, hollywood quality movies that never suck. 43:28

3y ago43:28

43:28

This week the Pack is joined by Nick Reid, a film producer and executive vice president of the Moving Picture Institute a production company and talent incubator that creates high-impact films designed to entertain, inspire, and educate audiences with captivating stories about human freedom. Nick is responsible for fundraising and working on MPI Or…

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Episode 46 - Ret. General Paul Kern - Russia’s got 99 problems, Mining for the new gold aka rare earth minerals, China mulls over Taiwan 1:02:11

3y ago1:02:11

1:02:11

This week the Pack is joined by Retired General Paul Kern, who wisely avoids social media. We discuss Russia's military prowess, vital rare earth minerals and the CCP eyeballing Taiwan. General Paul Kern graduated from West Point in 1967 with a Bachelor of Science degree. He holds master’s degrees in civil and mechanical engineering from the Univer…

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Episode 45 - SEC Commissioner Peirce - SPACs, Bitcoin , Buckeyes and Wolverines oh my 50:45

3y ago50:45

50:45

This week The Pack is joined by SEC Commissioner Hester M. Peirce (@HesterPeirce on twitter). Commissioner Peirce was appointed to the U.S. Securities and Exchange Commission by the President and was sworn in on January 11, 2018. Prior to joining the SEC, Commissioner Peirce conducted research on the regulation of financial markets at the Mercatus …

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Episode 44 - Monkeypox - Dr. Matthew Hamill from Johns Hopkins - rebranding STDs (STIs) 48:34

3y ago48:34

48:34

This week the Pack is joined by Dr. Matthew Hamill, a man with 14 letters after his name. We discuss Monkeypox, HIV treatments and other infectious diseases. Dr. Hamill is a UK-trained physician in internal medicine and an expert in sexual health and HIV. He spent 3 years conducting research in Soweto, South Africa. In addition to his primary affil…

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Episode 43 - Michael O’Hanlon - You sank my battleship, Russia vs. Ukraine, Xi Jinping’s newest vassal state 41:41

3y ago41:41

41:41

This week The Pack is joined by Michael E. O'Hanlon @MichaelEOHanlon, a Sr. fellow at The Brookings Institution and best-selling author, regarding Russian aggression in the Ukraine, China policy and the future of NATO. The Pack taps into Michael's expertise on Eastern Europe and explores the past, present and future of China's newest vassal state a…

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Episode 42 - Laowhy86 - Living in China, Whinny the Poo takes over, and exposing the CCP’s crimes against humanity 48:14

3y ago48:14

48:14

This week The Pack is joined by someone who has as much knowledge of China and the CCP as we do. Matthew Tye is known by his millions of loyal Youtube followers as Laowhy86 (@laowhy86 on Twitter). Laowhy86 lived in China for 10 years. He and his friend SerpentZA were among the first Youtubers in China to gain popular recognition. They started by fi…

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Episode 41 - Joe LaVorgna - Stagflation with a little ‘s’, what we can do to beat inflation, and investing with William Devane and Tom Selleck. 52:13

3+ y ago52:13

52:13

This week the Pack is joined by Joseph LaVorgna (on Twitter @Lavorgnanomics) who is a Managing Director and Chief Economist for the Americas at Natixis. Joe formerly worked for the White House as a Special Assistant to the President and Chief Economist of the National Economic Council where he was responsible for advising the President and the NEC …

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Episode 40 - Joe Marasco - Adding cyber-terrorists to the kill/capture list; protecting your data and your car warranty has expired. 51:06

3+ y ago51:06

51:06

This week The Pack is joined by cyber supercop Joe Marasco. Joe spent two decades with the FBI where he held several posts focusing on counter-intelligence, cyber-terrorism, human intelligence gathering (HUMINT). This segment is especially relevant now that so much of our lives and prosperity is online, and so many bad actors are out there targetin…

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Episode 39 - Scott Neil - Green Berets. 9/11. Paying it Back and starting a bourbon juggernaut 1:12:33

3+ y ago1:12:33

1:12:33

This week The Pack is joined by retired Special Forces (Green Beret) Master Sergeant Scott Neil, the COO of Horse Soldier Bourbon (on Twitter @HorseSoldierUSA). We talk about his military career and his other endeavors up to his co-founding of Horse Soldier Bourbon. Scott was among the first to deploy after 9/11, and his exploits were featured in t…

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Episode 38 - The Elizabeth Holmes Trial - What was right & wrong. How much time will she do & how screwed is Sunny 43:01

3+ y ago43:01

43:01

The I Hung Up On Warren Buffett podcast returns this week to cover a special topic with two special guests, already familiar to some of our regular listeners. Our panel today features Prof. Frank Partnoy and Soren Aandahl. Professor Partnory helps to mold future lawyers at Berkeley Law, while Soren is a reformed lawyer turned activist short. Togeth…

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Episode 37 - Evan Hughes - His new book, The Hard Sell, crime and punishment at an opioid startup. 1:01:47

3+ y ago1:01:47

1:01:47

This week The Pack is joined by is author Evan Hughes. (@evanhughes on TWITTER) We dig into Evans's latest creation, talk about some really evil people and some people who got screwed the least of which are the people who Insys Therapeutics killed. It's drugs, death, and strippers. Evan has written for The New York Times Magazine, GQ, New York, The…

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Episode 36 - Jordan Harbinger - Building an empire, twice, how to choke out your kidnapper, and getting a politician to BS less 1:10:25

3+ y ago1:10:25

1:10:25

The week the pack is joined by a broadcast legend.... Jordan Harbinger,(@JordanHarbinger on Twitter) often referred to as “The Larry King of Podcasting,” is a former Wall Street lawyer turned interview talk show host, and a communications and social dynamics expert. A native of Detroit (Royal Oaks), and a University of Michigan graduate with a BA &…

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Episode 35 - Peter Humphrey - The man who loved China, Part 2 1:08:30

3+ y ago1:08:30

1:08:30

Peter Humphrey, The Man Who Loved China We jump right into the horrifying details of the arrest imprisonment, interrogation, and torture of Peter Humphrey. Sit back have a stiff drink and cancel that trip to the CCP. Peter spent 46 years in business, education, media, investigations, and philanthropy in China. His story is something everyone needs …

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Episode 34 - Peter Humphrey - The man who loved China, Part 1 54:09

3+ y ago54:09

54:09

Peter Humphrey, The Man Who Loved China The Pack and Peter go through his history through his imprisonment in a Chinese gulag for the crime of investigating the wrong person. Sit back have a stiff drink and cancel that trip to the CCP. Peter spent 46 years in business, education, media, investigations, and philanthropy in China. His story is someth…

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Episode 33 - Matt Eversmann - Black Hawk Down, James Patterson and helping our veterans 1:16:33

3+ y ago1:16:33

1:16:33

This week The Pack is thankful for American Hero Matt Eversmann (@EversmannMatt on Twitter). The former Army Ranger was featured in several books and films depicting his time in the Military and was the lead protagonist portrayed by Josh Hartnett in the hit "Black Hawk Down". Matt now writes with James Patterson and helps veterans who are strugglin…

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