Ep 32: Beyond the Big Firms: How Sub-$3M Practices Are Getting PE Deals

Are smaller CPA firms being overlooked in the private equity wave?   In this episode of Everything CPA and Private Equity, hosts Phil Whitman and David Wolfskehl break down why firms under $3M are finding new opportunities in today’s market—and why it’s not just the large firms that PE is after.   In this episode, you will be able to: • Understand why over 200+ PE groups are looking at CPA firms—and what that means for smaller practices • Discover why “cash at closing” changes the traditional succession playbook • Learn how niche services and profitability drive firm value in PE deals • Explore why culture and chemistry matter just as much as multiples • Hear why now is the best time ever to be a CPA firm owner   Listen now to uncover what’s really happening in the CPA and PE marketplace—and how your firm can be part of it!   #CPAIndustry #PrivateEquity #AccountingFirms #FirmGrowth #SuccessionPlanning