EPISODE · Mar 6, 2025 · 14 MIN
Ep 12: The Shoemaker’s Children Syndrome Can Ruin Your Deal
from Everything CPA and Private Equity with Phil Whitman and David Wolfskehl · host Whitman Transition Advisors
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 episode, you will be able to: Recognize how neglecting your firm’s financial readiness can cost you a deal Learn why inconsistent messaging among partners raises red flags for investors Discover how delays in providing financials can weaken your negotiating power Understand the importance of preparation in making a strong first impression Adopt best practices to ensure your firm is seen as a valuable investment Don’t let poor preparation derail your private equity opportunities. Listen now. #CPAFirm #PrivateEquity #BusinessGrowth #MergersAndAcquisitions #LeadershipMatters
What this episode covers
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 episode, you will be able to: Recognize how neglecting your firm’s financial readiness can cost you a deal Learn why inconsistent messaging among partners raises red flags for investors Discover how delays in providing financials can weaken your negotiating power Understand the importance of preparation in making a strong first impression Adopt best practices to ensure your firm is seen as a valuable investment Don’t let poor preparation derail your private equity opportunities. Listen now. #CPAFirm #PrivateEquity #BusinessGrowth #MergersAndAcquisitions #LeadershipMatters
NOW PLAYING
Ep 12: The Shoemaker’s Children Syndrome Can Ruin Your Deal
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Mar 19, 2026 ·34m
Feb 18, 2026 ·11m
Feb 11, 2026 ·45m