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

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Manage episode 470069771 series 3620694
Content provided by Whitman Transition Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Whitman Transition Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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 episode, you will be able to:

  • Recognize how neglecting your firm’s financial readiness can cost you a deal
  • Learn why inconsistent messaging among partners raises red flags for investors
  • Discover how delays in providing financials can weaken your negotiating power
  • Understand the importance of preparation in making a strong first impression
  • Adopt best practices to ensure your firm is seen as a valuable investment

Don’t let poor preparation derail your private equity opportunities. Listen now.

#CPAFirm #PrivateEquity #BusinessGrowth #MergersAndAcquisitions #LeadershipMatters

  continue reading

19 episodes

Artwork
iconShare
 
Manage episode 470069771 series 3620694
Content provided by Whitman Transition Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Whitman Transition Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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 episode, you will be able to:

  • Recognize how neglecting your firm’s financial readiness can cost you a deal
  • Learn why inconsistent messaging among partners raises red flags for investors
  • Discover how delays in providing financials can weaken your negotiating power
  • Understand the importance of preparation in making a strong first impression
  • Adopt best practices to ensure your firm is seen as a valuable investment

Don’t let poor preparation derail your private equity opportunities. Listen now.

#CPAFirm #PrivateEquity #BusinessGrowth #MergersAndAcquisitions #LeadershipMatters

  continue reading

19 episodes

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