Ep 8: From $1M to $40M: What Private Equity Looks for in CPA Firms

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

Thinking about taking chips off the table or positioning your CPA firm for strategic growth? In this episode of Everything, CPA and Private Equity, Phil Whitman and David Wolfskehl break down the latest trends in M&A and private equity investments in the accounting profession. In this episode, you will be able to: •Understand the latest private equity trends shaping the CPA industry •Learn what makes a firm attractive to strategic investors •Discover the factors that impact valuations and deal structures •Gain insights into real transactions—from small firms to $40M+ practices •Explore ways to maximize your firm’s value before engaging in a deal Listen to the full episode now! #AccountingMergers #PrivateEquityCPA #StrategicGrowth #CPAFirmValuation #MergersAndAcquisitions

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How long is this episode of Everything CPA and Private Equity with Phil Whitman and David Wolfskehl?

This episode is 20 minutes long.

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This episode was published on February 6, 2025.

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