Best Whitman Transition Advisors Podcasts (2025)

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Ep 19: What Makes a Firm ESOP-Ready? Real Talk for CPA Leaders 27:43

6d ago27:43

27:43

Is an ESOP the right next step for your CPA firm? In this episode of Everything CPA and ESOP, David Wolfskehl is joined by Cristine O’Keefe and Tabitha Croscut to unpack what firms need to know about Employee Stock Ownership Plans—from legal structure to strategic fit. Whether you’re actively exploring succession options or just want to future-proo…

1
Ep 18: The Luck Myth: Why Proactive Leaders Win More 30:30

13d ago30:30

30:30

Do you believe luck plays a role in success? Or is it all about showing up and putting in the work? In this episode of Everything CPA and Private Equity, Richard Kopelman, CEO of Aprio, joins Phil Whitman and David Wolfskehl to share powerful insights on mindset, leadership, and creating your own opportunities. They dive into what it really means t…

1
Ep 17: Tariffs, Markets & M&A: A Wake-Up Call for CPA Firm Owners 16:15

23d ago16:15

16:15

Worried about how tariffs and market volatility could impact your CPA firm’s future? In this special episode of Everything CPA & Private Equity, David Wolfskehl and Philip Whitman dive into how rising tariffs and stock market volatility are impacting the M&A landscape and the mindset of CPA firm leaders. In this episode, you will be able to: •Under…

1
Ep 16: Smaller CPA Firms Are Winning Big in Mergers! 15:27

27d ago15:27

15:27

Are you a $1M–$5M CPA firm thinking private equity isn’t for you? Think again. In this episode of Everything CPA and Private Equity, David Wolfskehl and Phil Whitman dig into why smaller, profitable firms are more valuable than ever—and how geography, succession planning, and firm mindset play a bigger role than you think. In this episode, you will…

1
Ep 15: Private Equity is not Prostitution! 37:28

1M ago37:28

37:28

Is private equity saving the accounting industry—or slowly taking it over? On this episode of Everything CPA & Private Equity, hosts David Wolfskehl and Philip Whitman, CPA, CEPA dive into the hot topic with Michael Horwitz, Executive Director of BDO Alliance USA and industry trailblazer Stanley Goldstein. In this episode, you’ll be able to: • Hear…

1
Ep 14: Is your EBITDA holding you back from big deals? 20:03

1M ago20:03

20:03

Is your EBITDA the real reason your firm isn’t reaching its full potential? In this episode, hosts Phil Whitman and David Wolfskehl dive deep into the critical role EBITDA plays in determining your company’s value and its impact on mergers and acquisitions. They explore how profitability is now at the forefront of business growth, challenging the t…

1
Ep 13: How to Make Your CPA Firm More Valuable in Just 18 Months 25:14

2M ago25:14

25:14

Is it really possible to drastically increase your CPA firm’s value in just 18 months? It may sound too good to be true, but with the right strategies in place, it’s absolutely achievable. In this episode, David Wolfskehl and Phil Whitman, joined by expert guest Dave Kells, dive deep into actionable steps that can help elevate your firm’s profitabi…

1
Ep 12: The Shoemaker’s Children Syndrome Can Ruin Your Deal 14:52

2M ago14:52

14:52

Is Your CPA Firm Guilty of the Shoemaker’s Children Syndrome? Many CPA firms are excellent at helping clients stay financially strong but struggle to keep their own house in order. In this episode, Phil Whitman and David Wolfskehl dive into why internal disorganization can ruin private equity deals—and how to fix it before it’s too late. In this ep…

1
Ep 11: From $0 to a Top 30 Firm: The Ascend Growth Story 35:14

2M ago35:14

35:14

How Can CPA Firms Leverage Private Equity Without Losing Control? Private equity is reshaping the CPA industry, but many firms hesitate—fearing loss of independence or the wrong financial move. So, what’s the right approach? In this episode of Everything CPA & Private Equity, Phil Whitman and David Wolfskehl sit down with David Wurtzbacher, CEO & F…

1
Ep 10: Why CPAs Are Betting Big on Private Equity-And Winning with Lee Cohen 28:34

2M ago28:34

28:34

Is Private Equity the Future of CPA Firms? Find Out in This Episode In this episode of Everything CPA & Private Equity, we sit down with Lee Cohen, a CPA firm leader who made the bold leap into private equity. He shares what it’s really like post-transaction, the biggest misconceptions CPA firms have about PE, and why this model could be the key to…

1
Ep 9: A Year to Transform: How CPA Firms Can 5X Their Valuation 21:37

3M ago21:37

21:37

In this episode of Everything CPA and Private Equity, David Wolfskehl sits down with David Kells, leader of the Profit Team and former COO of Citrin Cooperman, to discuss what CPA firms must do to prepare for a successful transaction. Whether you’re considering private equity or aiming to stay independent, this conversation will help you position y…

1
Ep 8: From $1M to $40M: What Private Equity Looks for in CPA Firms 20:35

3M ago20:35

20:35

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 equ…

1
Ep 7: Exploring Private Equity’s Role in Transforming the Accounting Industry with Glenn Friedman 30:57

3M ago30:57

30:57

Join hosts David Wolfskehl and Phil Whitman as they engage in a thought-provoking conversation with Glenn Friedman, CEO and Co-Managing Partner of Prager Metis CPAs. In this episode, they explore how private equity is reshaping the accounting industry, driving growth, presenting challenges, and creating new opportunities for firms navigating this t…

1
Ep 6: The Impact of Offshoring and Profitability on Private Equity Readiness with David Kells 22:07

4M ago22:07

22:07

In this episode of Everything CPA and Private Equity, join David Wolfskehl, Phil Whitman, and guest David Kells as they dive deep into the strategies CPA firms need to thrive in today’s private equity landscape. From profitability tips to offshoring insights, this episode is packed with actionable advice! In this episode, you will be able to: Disco…

1
Ep 5: The Citrin Cooperman-Blackstone Deal: A Game-Changer for Accounting and Private Equity 28:25

4M ago28:25

28:25

Special Episode Alert: The Citrin Cooperman-Blackstone Deal Unpacked This isn’t just any episode of Everything CPA and Private Equity—it’s a SPECIAL EDITION featuring an in-depth look at the monumental Citrin Cooperman Flip, powered by Blackstone, the largest private equity firm in the world. Join David Wolfskehl, Phil Whitman, Terry Putney, and Da…

1
Ep 4: 2025 Insights Unlocking CPA and Private Equity Opportunities 5:10

4M ago5:10

5:10

New Year, New Opportunities in CPA & Private Equity! Kick off 2025 with fresh insights from Everything CPA and Private Equity! Hosts David Wolfskehl and Phil Whitman share their predictions for the year ahead, including the rise of new players, trends in firm profitability, and strategies to prepare for private equity opportunities. Whether you’re …

1
Ep 3: What CPA Firms Need to Know About Private Equity 22:44

4M ago22:44

22:44

In this episode of Everything CPA and Private Equity, Phil Whitman and David Wolfskehl explore how these transformative changes are reshaping CPA firms. From avoiding deal-breaking missteps to unlocking wealth-building opportunities for younger partners, they share real-world insights and strategies for success. In this episode, you will be able to…

1
Ep 2: How CPA Firms Can Maximize Value with Private Equity with David Kells 27:10

4M ago27:10

27:10

In this episode, hosts Phil Whitman and David Wolfskehl are joined by special guest David Kells, leader of the Profit Team and former COO of Citroen Cooperman. They tackle the big question: How can CPA firms maximize their value before exploring private equity deals? In this episode, you will be able to: Understand how to increase your firm's total…

1
Ep 1: Insights and Opportunities in Private Equity for CPAs with Terry Putney 19:20

5M ago19:20

19:20

Are you a CPA or firm exploring private equity partnerships? Dive into the exciting world of CPA and private equity with industry experts Phil Whitman and David Wolfskehl. This episode sets the stage for a series dedicated to unpacking private equity's impact on the accounting profession. In this episode, you’ll be able to: Understand why private e…

Podcasts Worth a Listen

Whitman Transition Advisors Podcasts

Podcasts Worth a Listen

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Everything CPA and Private Equity with Phil Whitman and David Wolfskehl

Whitman Transition Advisors

1
Ep 19: What Makes a Firm ESOP-Ready? Real Talk for CPA Leaders 27:43

1
Ep 18: The Luck Myth: Why Proactive Leaders Win More 30:30

1
Ep 17: Tariffs, Markets & M&A: A Wake-Up Call for CPA Firm Owners 16:15

1
Ep 16: Smaller CPA Firms Are Winning Big in Mergers! 15:27

1
Ep 15: Private Equity is not Prostitution! 37:28

1
Ep 14: Is your EBITDA holding you back from big deals? 20:03

1
Ep 13: How to Make Your CPA Firm More Valuable in Just 18 Months 25:14

1
Ep 12: The Shoemaker’s Children Syndrome Can Ruin Your Deal 14:52

1
Ep 11: From $0 to a Top 30 Firm: The Ascend Growth Story 35:14

1
Ep 10: Why CPAs Are Betting Big on Private Equity-And Winning with Lee Cohen 28:34

1
Ep 9: A Year to Transform: How CPA Firms Can 5X Their Valuation 21:37

1
Ep 8: From $1M to $40M: What Private Equity Looks for in CPA Firms 20:35

1
Ep 7: Exploring Private Equity’s Role in Transforming the Accounting Industry with Glenn Friedman 30:57

1
Ep 6: The Impact of Offshoring and Profitability on Private Equity Readiness with David Kells 22:07

1
Ep 5: The Citrin Cooperman-Blackstone Deal: A Game-Changer for Accounting and Private Equity 28:25

1
Ep 4: 2025 Insights Unlocking CPA and Private Equity Opportunities 5:10

1
Ep 3: What CPA Firms Need to Know About Private Equity 22:44

1
Ep 2: How CPA Firms Can Maximize Value with Private Equity with David Kells 27:10

1
Ep 1: Insights and Opportunities in Private Equity for CPAs with Terry Putney 19:20

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