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Ep 19: What Makes a Firm ESOP-Ready? Real Talk for CPA Leaders episode artwork

EPISODE · Apr 24, 2025 · 27 MIN

Ep 19: What Makes a Firm ESOP-Ready? Real Talk for CPA Leaders

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

Is an ESOP the right next step for your CPA firm? In this episode of Everything CPA and ESOP, David Wolfskehl is joined by Cristine O’Keefe and Tabitha Croscut to unpack what firms need to know about Employee Stock Ownership Plans—from legal structure to strategic fit. Whether you’re actively exploring succession options or just want to future-proof your firm, this conversation offers clarity and direction.   In this episode, you’ll be able to: •Understand how ESOPs work and why more CPA firms are considering them •Learn the legal and tax benefits that make ESOPs attractive •Discover what makes a firm a good fit for ESOP implementation •Hear insights from real-world firm experiences •Avoid common pitfalls that can derail an ESOP transition   If you’re exploring options beyond traditional succession, this episode is a must-listen!   #ESOP #CPAIndustry #SuccessionPlanning #FirmLeadership #AccountingStrategy

What this episode covers

Is an ESOP the right next step for your CPA firm? In this episode of Everything CPA and ESOP, David Wolfskehl is joined by Cristine O’Keefe and Tabitha Croscut to unpack what firms need to know about Employee Stock Ownership Plans—from legal structure to strategic fit. Whether you’re actively exploring succession options or just want to future-proof your firm, this conversation offers clarity and direction.   In this episode, you’ll be able to: •Understand how ESOPs work and why more CPA firms are considering them •Learn the legal and tax benefits that make ESOPs attractive •Discover what makes a firm a good fit for ESOP implementation •Hear insights from real-world firm experiences •Avoid common pitfalls that can derail an ESOP transition   If you’re exploring options beyond traditional succession, this episode is a must-listen!   #ESOP #CPAIndustry #SuccessionPlanning #FirmLeadership #AccountingStrategy

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Ep 19: What Makes a Firm ESOP-Ready? Real Talk for CPA Leaders

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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 27 minutes long.

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

This episode was published on April 24, 2025.

What is this episode about?

Is an ESOP the right next step for your CPA firm? In this episode of Everything CPA and ESOP, David Wolfskehl is joined by Cristine O’Keefe and Tabitha Croscut to unpack what firms need to know about Employee Stock Ownership Plans—from legal...

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

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