Ep 36: Private Equity Meets Niche Expertise: Opportunities for Specialty Practices

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

What happens when private equity meets the most specialized corners of the CPA world—valuation, forensics, litigation, and advisory? A whole new set of opportunities emerges. In this episode of Everything CPA & Private Equity, hosts Phil Whitman and David Wolfskehl unpack how niche-focused firms are finding their place in today’s PE-driven market—and why their expertise is more valuable than ever. In this episode, you will be able to: • Understand how specialty firms fit into the broader PE and M&A ecosystem • Learn why niche expertise is becoming a key value driver in firm growth • Explore how roll-up models create new referral opportunities for specialized providers • See how consistent results and strong reputations attract PE attention—even without recurring revenue • Discover why now is the right time for specialty firms to scale or partner Tune in to learn how private equity is reshaping the future of niche expertise in the CPA industry! #PrivateEquity #CPAInsights #SpecialtyFirms #FirmGrowth #ValuationAndForensics

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This episode is 17 minutes long.

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This episode was published on October 9, 2025.

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