Are CPA firms clinging too tightly to being “fiercely independent”?

In this episode of Everything CPA and Private Equity, hosts Phil Whitman and David Wolfskehl sit down with former Baker Tilly CEO Alan Whitman to unpack what it really takes to scale in today’s profession.

In this episode, you will be able to:

• Understand why “good enough” thinking holds firms back from real growth

• Learn how strategy and discipline transform lifestyle firms into true businesses

• Explore the tension between independence and alignment in firm governance

• Hear how culture and collaboration drive sustainable scale

• See why breaking old habits is key to staying relevant

Listen now to uncover why independence isn’t always strength—and how strategic alignment positions CPA firms to thrive in a changing marketplace.

#CPA #AccountingFirms #FirmStrategy #Leadership #PrivateEquity

Is your firm’s outdated tech holding back growth—and lowering valuation?

Tech isn’t just a back-office tool anymore—it’s a growth driver in private equity deals. In this episode of Everything CPA & Private Equity, hosts Phil Whitman and David Wolfskehl sit down with Joe Carufe of Karbon to explore how the right tech stack transforms firms before and after a PE transaction.

In this episode, you will be able to:

• Understand why PE firms see tech infrastructure as critical to scaling CPA practices

• Learn how standardized workflows and training boost profitability and efficiency

• Discover how smaller firms gain a “rocket booster” of innovation when joining PE platforms

• Explore why tech prep matters even if you’re not planning to sell soon

• See how improved efficiency translates directly into higher valuations

Listen now to hear how PE-backed firms are modernizing through tech—and why preparing your stack today sets you up for success tomorrow.

#PrivateEquity #CPAFirmGrowth #AccountingTechnology #WorkflowAutomation #FirmValuation

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