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

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Manage episode 475696693 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.

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:

•Understand how global economic news, like tariffs, could affect your firm’s future.

•Hear why leadership during times of uncertainty is more important than ever.

•Learn why some CPA firm owners may delay exits—and how P/E can step in.

•Explore the ripple effects of a volatile stock market on succession planning.

•Get practical tips for staying proactive, flexible, and opportunity-ready.

Don’t miss this timely conversation—listen now to the podcast and stay ahead of the curve.

#CPA #PrivateEquity #Tariffs #AccountingFirms #MergersAndAcquisitions

  continue reading

19 episodes

Artwork
iconShare
 
Manage episode 475696693 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.

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:

•Understand how global economic news, like tariffs, could affect your firm’s future.

•Hear why leadership during times of uncertainty is more important than ever.

•Learn why some CPA firm owners may delay exits—and how P/E can step in.

•Explore the ripple effects of a volatile stock market on succession planning.

•Get practical tips for staying proactive, flexible, and opportunity-ready.

Don’t miss this timely conversation—listen now to the podcast and stay ahead of the curve.

#CPA #PrivateEquity #Tariffs #AccountingFirms #MergersAndAcquisitions

  continue reading

19 episodes

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