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Ep 11: From $0 to a Top 30 Firm: The Ascend Growth Story episode artwork

EPISODE · Feb 27, 2025 · 35 MIN

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

from Everything CPA and Private Equity with Phil Whitman and David Wolfskehl · host Whitman Transition Advisors

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 & Founder of Ascend, and Nishaad Ruparel, President of Ascend, to break down what firms need to know to maximize growth, attract top talent, and stay competitive in a changing market.   In this episode, you will be able to: Understand how private equity really works for CPA firms. Learn the key factors Ascend uses to evaluate potential firm partnerships. Discover how firms can scale faster with talent acquisition and technology. Uncover the real impact of PE on young partners and long-term leadership. Find out what sets successful firms apart in today’s competitive landscape.   Get the facts, not the fear—listen now!   #PrivateEquity #CPAFirms #FirmGrowth #TalentStrategy #AccountingLeadership

What this episode covers

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 & Founder of Ascend, and Nishaad Ruparel, President of Ascend, to break down what firms need to know to maximize growth, attract top talent, and stay competitive in a changing market.   In this episode, you will be able to: Understand how private equity really works for CPA firms. Learn the key factors Ascend uses to evaluate potential firm partnerships. Discover how firms can scale faster with talent acquisition and technology. Uncover the real impact of PE on young partners and long-term leadership. Find out what sets successful firms apart in today’s competitive landscape.   Get the facts, not the fear—listen now!   #PrivateEquity #CPAFirms #FirmGrowth #TalentStrategy #AccountingLeadership

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

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Frequently Asked Questions

How long is this episode of Everything CPA and Private Equity with Phil Whitman and David Wolfskehl?

This episode is 35 minutes long.

When was this Everything CPA and Private Equity with Phil Whitman and David Wolfskehl episode published?

This episode was published on February 27, 2025.

What is this episode about?

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...

Can I download this Everything CPA and Private Equity with Phil Whitman and David Wolfskehl episode?

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