Everything CPA and Private Equity with Phil Whitman and David Wolfskehl
Navigating CPA Success in the Private Equity Landscape.
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl
Navigating CPA Success in the Private Equity Landscape.
About Everything CPA and Private Equity with Phil Whitman and David Wolfskehl
Navigating CPA Success in the Private Equity Landscape.
Welcome to Everything CPA and Private Equity with Phil Whitman and David Wolfskehl, the go-to podcast for accounting professionals navigating the rapidly evolving world of private equity. Hosted by the seasoned team at Whitman Transition Advisors, this podcast breaks down complex topics, shares expert insights, and provides actionable advice to help CPA firms understand and thrive in the private equity landscape.
Why Join Everything CPA and Private Equity with Phil Whitman and David Wolfskehl as a Guest
Accounting-Driven Audience Reach
You speak directly to CPA firm leaders seeking clarity on private equity, valuation, and ownership models discussed throughout the show's episodes.
Advisor-to-Operator Conversations
You join deep-dive interviews mirroring episodes on PE readiness, niche practices, and post-tax season strategy, giving you space to unpack real-world insights.
Trusted Expert Environment
You align with seasoned hosts who regularly feature leaders discussing ESOPs, offshoring, and ownership quality, strengthening perception of your expertise.
Cross-Platform Podcast Distribution
You benefit from audio distribution across major podcast apps, ensuring your message reaches accounting professionals exploring modern PE models.
Episode Angles & Guest Pitches
Demystifying Private Equity for CPA Firms
Give listeners a clear, actionable roadmap for evaluating PE opportunities.
Building Firm Value Before the Deal
Show firms how to strengthen valuation within 12-18 months.
Modern Ownership & Transition Models
Clarify ESOPs, minority investments, and hybrid models for evolving practices.
Navigating Niche Expertise in a PE Landscape
Help firms leverage specialty services to stand out in competitive markets.
How You'd Contribute to the Show
Audience Takeaways
Your episode helps CPA firm leaders understand and apply practical strategies related to private equity, valuation, ownership models, and scalable growth pathways.
Hot Topics
Why Trust Me
The Ideal Guest
You're ideal if you guide CPA firms, advise on private equity, lead transition strategies, or bring real-world expertise in valuation, ownership, leadership, or niche practice growth.
Recent Episodes
Ep 50: How Offshore Teams Help CPA Firms Scale Faster and Smarter
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • Jul 10, 2026
Ep 49: AI, Private Equity, and Talent What Every CPA Firm Leader Needs to Know with Calvin Harris Jr.
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • Jul 2, 2026
Ep 48: The Hidden ROI of Happier Employees with Amy Vetter
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • Jun 18, 2026
Ep 47: Growing Your Firm Starts With Your People with Erin Mcauley
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • Jun 11, 2026
Ep 46: Inside Crete's $500 Million CPA Firm Growth with Josh Funk
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • Jun 4, 2026
Ep 45: The CPA Firm Model That Buyers Want Most with Mark Martukovich
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • May 15, 2026
Ep 44: Inside a Real CPA Firm Deal From First Call to LOI with Dave Kells
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • Apr 17, 2026
Ep 43: The Difference Between a Good CPA Firm and a Valuable One with David Kells
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • Mar 13, 2026
Ep 42: Thirty One Flavors and a Billion Dollar Decision
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • Mar 6, 2026
Ep 41: Rethinking Ownership: Why Equity Quality Matters in CPA Firms with Nishaad Ruparel
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • Feb 5, 2026
Ep 40: What’s Next for CPA Firms: PE, Independence, and the Road to 2026
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • Jan 22, 2026
Ep 39: So Many PE Models, So Little Clarity: Your Post-Summit Roadmap with Dave Kells
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • Dec 11, 2025
Ep 38: From Volatility to Legacy: Helping CPA Clients Navigate Bitcoin with Mike Williams
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • Nov 27, 2025
Ep 37: Ready, Set, Meet: Preparing Your Firm for Post–Tax Season
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • Oct 23, 2025
Ep 36: Private Equity Meets Niche Expertise: Opportunities for Specialty Practices
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • Oct 9, 2025
Ep 35: Why a Profitable Firm Like Sax Still Chose Minority PE with Joe Damiano
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • Sep 25, 2025
Ep 34: Fiercely Independent—or Strategically Aligned? The Choice for CPA Firms with Alan Whitman
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • Sep 12, 2025
Ep 33: Efficiency = Valuation: The Power of Tech in CPA Deals with Joe Carufe
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • Aug 28, 2025
Ep 32: Beyond the Big Firms: How Sub-$3M Practices Are Getting PE Deals
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • Aug 21, 2025
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 • Aug 7, 2025
Ep 30: Private Equity in Accounting: Fear vs. Fact
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • Jul 31, 2025
Ep 29: Beyond the Buyout: How Occams Elevate Builds Real Firm Value
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • Jul 24, 2025
Ep 28: Chemistry Over Cash: The Truth About PE Alignment
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • Jul 17, 2025
Ep 27: Minority Investment, Major Impact: A New Model for CPA Firm Growth
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • Jul 3, 2025
Ep 26: From Startup to $300M: Inside a New PE Model for CPA Firms
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • Jun 26, 2025
Ep 25: What Happens When You Build a Firm Around People, Not Just Profit
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • Jun 19, 2025
Ep 24: Double Your Firm in 3 Months? PE-Backed Firms Are Doing It
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • Jun 13, 2025
Ep 23 - Built Boutique: How Platform Accounting Quietly Scaled 50+ Firms
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • Jun 5, 2025
Ep 22 - How Frazier & Deeter Turned Caution into Confidence
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • May 22, 2025
Ep 21 - Are CPA Firms Losing Their Edge After PE Deals?
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • May 14, 2025
Ep 20: Audit Integrity vs. Outside Investment: Can Firms Have Both?
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • May 13, 2025
Ep 19: What Makes a Firm ESOP-Ready? Real Talk for CPA Leaders
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • Apr 24, 2025
Ep 18: The Luck Myth: Why Proactive Leaders Win More
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • Apr 17, 2025
Ep 17: Tariffs, Markets & M&A: A Wake-Up Call for CPA Firm Owners
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • Apr 7, 2025
Ep 16: Smaller CPA Firms Are Winning Big in Mergers!
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • Apr 3, 2025
Ep 15: Deals, Disruption, and Doing It Right: Lessons from a CPA Icon
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • Mar 27, 2025
Ep 14: Is your EBITDA holding you back from big deals?
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • Mar 20, 2025
Ep 13: How to Make Your CPA Firm More Valuable in Just 18 Months
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • Mar 13, 2025
Ep 12: The Shoemaker’s Children Syndrome Can Ruin Your Deal
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • Mar 6, 2025
Ep 11: From $0 to a Top 30 Firm: The Ascend Growth Story
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • Feb 27, 2025
Ep 10: Why CPAs Are Betting Big on Private Equity-And Winning with Lee Cohen
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • Feb 20, 2025
Ep 9: A Year to Transform: How CPA Firms Can 5X Their Valuation
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • Feb 13, 2025
Ep 8: From $1M to $40M: What Private Equity Looks for in CPA Firms
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • Feb 6, 2025
Ep 7: Exploring Private Equity’s Role in Transforming the Accounting Industry with Glenn Friedman
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • Jan 28, 2025
Ep 6: The Impact of Offshoring and Profitability on Private Equity Readiness with David Kells
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • Jan 14, 2025
Ep 5: The Citrin Cooperman-Blackstone Deal: A Game-Changer for Accounting and Private Equity
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • Jan 9, 2025
Ep 4: 2025 Insights Unlocking CPA and Private Equity Opportunities
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • Jan 7, 2025
Ep 3: What CPA Firms Need to Know About Private Equity
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • Jan 2, 2025
Ep 2: How CPA Firms Can Maximize Value with Private Equity with David Kells
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • Dec 17, 2024
Ep 1: Insights and Opportunities in Private Equity for CPAs with Terry Putney
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl • Dec 2, 2024
Podcast Topics
What You'll Talk About on This Show:
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