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Kandungan disediakan oleh Whitman Transition Advisors. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Whitman Transition Advisors atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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Ep 24: Double Your Firm in 3 Months? PE-Backed Firms Are Doing It

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Manage episode 488602078 series 3620694
Kandungan disediakan oleh Whitman Transition Advisors. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Whitman Transition Advisors atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

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

  continue reading

38 episod

Artwork
iconKongsi
 
Manage episode 488602078 series 3620694
Kandungan disediakan oleh Whitman Transition Advisors. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Whitman Transition Advisors atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

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

  continue reading

38 episod

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