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

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Manage episode 461159125 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.

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:

  1. Discover why profitability is the cornerstone for private equity readiness.
  2. Learn how offshoring can instantly boost your firm’s bottom line.
  3. Understand the fundamentals of tackling inefficiencies within your processes.
  4. Gain insights into aligning partner goals for impactful change.
  5. Explore the transformative power of embracing a corporate structure within CPA firms.

Tune in to uncover expert strategies and actionable insights to elevate your firm’s value and seize opportunities in private equity!

Don’t miss out—listen now and subscribe for more!

  continue reading

19 episodes

Artwork
iconShare
 
Manage episode 461159125 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.

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:

  1. Discover why profitability is the cornerstone for private equity readiness.
  2. Learn how offshoring can instantly boost your firm’s bottom line.
  3. Understand the fundamentals of tackling inefficiencies within your processes.
  4. Gain insights into aligning partner goals for impactful change.
  5. Explore the transformative power of embracing a corporate structure within CPA firms.

Tune in to uncover expert strategies and actionable insights to elevate your firm’s value and seize opportunities in private equity!

Don’t miss out—listen now and subscribe for more!

  continue reading

19 episodes

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