Ep 2: How CPA Firms Can Maximize Value with Private Equity with David Kells

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

Is your CPA firm really ready for private equity—or just hoping for the best? In this episode, hosts Phil Whitman and David Wolfskehl are joined by special guest David Kells, leader of the Profit Team and former COO of Citrin Cooperman. They tackle the big question: How can CPA firms maximize their value before exploring private equity deals? In this episode, you will be able to: Understand how to increase your firm's total enterprise value before a sale. Discover the low-hanging fruits for operational efficiency and quick profit gains. Learn why private equity prefers well-run firms over fixer-uppers. Explore the importance of offshoring and process optimization for profitability. Uncover the true impact of multiple bites of the apple for younger partners. Don’t miss this episode—packed with actionable advice for CPA firms ready to seize new opportunities in today’s evolving market. #CPA #PrivateEquity #FirmGrowth #BusinessStrategy #MergersAndAcquisitions

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This episode is 27 minutes long.

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This episode was published on December 17, 2024.

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