All Episodes

Ep 44: Inside a Real CPA Firm Deal From First Call to LOI with Dave Kells

Ep 43: The Difference Between a Good CPA Firm and a Valuable One with David Kells

Ep 42: Thirty One Flavors and a Billion Dollar Decision

Ep 41: Rethinking Ownership: Why Equity Quality Matters in CPA Firms with Nishaad Ruparel

Ep 40: What’s Next for CPA Firms: PE, Independence, and the Road to 2026

Ep 39: So Many PE Models, So Little Clarity: Your Post-Summit Roadmap with Dave Kells

Ep 38: From Volatility to Legacy: Helping CPA Clients Navigate Bitcoin with Mike Williams

Ep 37: Ready, Set, Meet: Preparing Your Firm for Post–Tax Season

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

Ep 35: Why a Profitable Firm Like Sax Still Chose Minority PE with Joe Damiano

Ep 34: Fiercely Independent—or Strategically Aligned? The Choice for CPA Firms with Alan Whitman

Ep 33: Efficiency = Valuation: The Power of Tech in CPA Deals with Joe Carufe

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

EP 31: Why CPA Firms Under $3M Are Now on Private Equity’s Radar

Ep 30: Private Equity in Accounting: Fear vs. Fact

Ep 29: Beyond the Buyout: How Occams Elevate Builds Real Firm Value

Ep 28: Chemistry Over Cash: The Truth About PE Alignment

Ep 27: Minority Investment, Major Impact: A New Model for CPA Firm Growth

Ep 26: From Startup to $300M: Inside a New PE Model for CPA Firms

Ep 25: What Happens When You Build a Firm Around People, Not Just Profit

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

Ep 23 - Built Boutique: How Platform Accounting Quietly Scaled 50+ Firms

Ep 22 - How Frazier & Deeter Turned Caution into Confidence

Ep 21 - Are CPA Firms Losing Their Edge After PE Deals?

Ep 20: Audit Integrity vs. Outside Investment: Can Firms Have Both?

Ep 19: What Makes a Firm ESOP-Ready? Real Talk for CPA Leaders

Ep 18: The Luck Myth: Why Proactive Leaders Win More

Ep 17: Tariffs, Markets & M&A: A Wake-Up Call for CPA Firm Owners

Ep 16: Smaller CPA Firms Are Winning Big in Mergers!

Ep 15: Deals, Disruption, and Doing It Right: Lessons from a CPA Icon

Ep 14: Is your EBITDA holding you back from big deals?

Ep 13: How to Make Your CPA Firm More Valuable in Just 18 Months

Ep 12: The Shoemaker’s Children Syndrome Can Ruin Your Deal

Ep 11: From $0 to a Top 30 Firm: The Ascend Growth Story

Ep 10: Why CPAs Are Betting Big on Private Equity-And Winning with Lee Cohen

Ep 9: A Year to Transform: How CPA Firms Can 5X Their Valuation

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

Ep 7: Exploring Private Equity’s Role in Transforming the Accounting Industry with Glenn Friedman

Ep 6: The Impact of Offshoring and Profitability on Private Equity Readiness with David Kells

Ep 5: The Citrin Cooperman-Blackstone Deal: A Game-Changer for Accounting and Private Equity

Ep 4: 2025 Insights Unlocking CPA and Private Equity Opportunities

Ep 3: What CPA Firms Need to Know About Private Equity

Ep 2: How CPA Firms Can Maximize Value with Private Equity with David Kells

Ep 1: Insights and Opportunities in Private Equity for CPAs with Terry Putney