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Ep 24: Double Your Firm in 3 Months? PE-Backed Firms Are Doing It episode artwork

EPISODE · Jun 13, 2025 · 13 MIN

Ep 24: Double Your Firm in 3 Months? PE-Backed Firms Are Doing It

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

Still think private equity is a passing trend in accounting? Think again.   In this episode of Everything CPA and Private Equity, Phil Whitman and David Wolfskehl unpack what they’re seeing across the country as they attend top CPA conferences—and how firm leaders can make sense of it all.   In this episode, you will be able to: Understand why PE-backed firms are now dominating the CPA event landscape. Hear real-world stories of firms that doubled in size within months after partnering with PE. Discover the shift from “PE curiosity” to “PE strategy” among firm leaders. Learn why staying independent is still a viable path—but only if you prepare smartly. Get tips on how to educate your team and evaluate your competition in this evolving market.   Whether you’re PE-curious or committed to independence, this episode will help you see what’s coming next—and how to position your firm to thrive.   Listen now!   #PrivateEquity #CPAIndustry #FirmLeadership #MergersAndAcquisitions #EverythingCPAandPE

What this episode covers

Still think private equity is a passing trend in accounting? Think again.   In this episode of Everything CPA and Private Equity, Phil Whitman and David Wolfskehl unpack what they’re seeing across the country as they attend top CPA conferences—and how firm leaders can make sense of it all.   In this episode, you will be able to: Understand why PE-backed firms are now dominating the CPA event landscape. Hear real-world stories of firms that doubled in size within months after partnering with PE. Discover the shift from “PE curiosity” to “PE strategy” among firm leaders. Learn why staying independent is still a viable path—but only if you prepare smartly. Get tips on how to educate your team and evaluate your competition in this evolving market.   Whether you’re PE-curious or committed to independence, this episode will help you see what’s coming next—and how to position your firm to thrive.   Listen now!   #PrivateEquity #CPAIndustry #FirmLeadership #MergersAndAcquisitions #EverythingCPAandPE

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Ep 24: Double Your Firm in 3 Months? PE-Backed Firms Are Doing It

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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 13 minutes long.

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

This episode was published on June 13, 2025.

What is this episode about?

Still think private equity is a passing trend in accounting? Think again.   In this episode of Everything CPA and Private Equity, Phil Whitman and David Wolfskehl unpack what they’re seeing across the country as they attend top CPA conferences—and...

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

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