EPISODE · Jul 31, 2025 · 14 MIN
Ep 30: Private Equity in Accounting: Fear vs. Fact
from Everything CPA and Private Equity with Phil Whitman and David Wolfskehl · host Whitman Transition Advisors
Worried about the impact of private equity in accounting? You’re not alone—but the fear often doesn’t match the facts. In this episode, Phil Whitman and David Wolfskehl are joined by Terry Putney for a no-fluff conversation on what’s really happening in the profession—and what leadership teams need to know. In this episode, you will be able to: Understand why the “PE = cost-cutting” narrative doesn’t fit accounting Learn how offshoring and tech are improving—not harming—client service Hear why firm quality has increased post-PE investment Discover the difference between a partnership model and a corporate model See how PE-backed firms are attracting and retaining top talent Listen now to hear how private equity is reshaping the profession—for the better! #EverythingCPAandPE #AccountingLeadership #PrivateEquityFacts #CPAFirmStrategy #OffshoringInAccounting
What this episode covers
Worried about the impact of private equity in accounting? You’re not alone—but the fear often doesn’t match the facts. In this episode, Phil Whitman and David Wolfskehl are joined by Terry Putney for a no-fluff conversation on what’s really happening in the profession—and what leadership teams need to know. In this episode, you will be able to: Understand why the “PE = cost-cutting” narrative doesn’t fit accounting Learn how offshoring and tech are improving—not harming—client service Hear why firm quality has increased post-PE investment Discover the difference between a partnership model and a corporate model See how PE-backed firms are attracting and retaining top talent Listen now to hear how private equity is reshaping the profession—for the better! #EverythingCPAandPE #AccountingLeadership #PrivateEquityFacts #CPAFirmStrategy #OffshoringInAccounting
NOW PLAYING
Ep 30: Private Equity in Accounting: Fear vs. Fact
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Mar 19, 2026 ·34m
Feb 18, 2026 ·11m
Feb 11, 2026 ·45m