In this episode of Everything CPA and Private Equity, hosts Phil Whitman and David Wolfskehl, along with special guest David Kells, explore strategies to maximize your firm’s value and prepare for private equity opportunities. Whether you're a well-run firm or looking for improvement, this episode has insights tailored to help you succeed.

Here’s what you’ll gain:

• A deep dive into total enterprise value and its impact on deal structures.
• Quick strategies to enhance profitability, including offshoring, operational efficiency, and more.
• Insights into what private equity firms prioritize—well-run firms or fixer-uppers.
• The critical role of culture and chemistry in successful partnerships.
• A breakdown of alternative practice structures and why they matter in the private equity landscape.

Join us as we unpack the opportunities and challenges in the evolving CPA-private equity space, with real-world examples and actionable advice.

Questions or comments? Reach out to Phil Whitman or David Wolfskehl—we’d love to hear from you!

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 equity investments in CPA firms are skyrocketing.
• Learn the key terms and concepts like "rollover equity" and why they matter.
• Discover how to evaluate offers beyond the multiple—what really drives value.
• Hear about the cultural and strategic factors that ensure successful partnerships.
• Gain insider tips on navigating the M&A journey with confidence.

Don’t miss out! Hit subscribe now to stay ahead in the evolving CPA landscape.

Have questions or thoughts about private equity in accounting? Message Phil and David on Linkedin!