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

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Manage episode 465321144 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.

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 equity trends shaping the CPA industry

•Learn what makes a firm attractive to strategic investors

•Discover the factors that impact valuations and deal structures

•Gain insights into real transactions—from small firms to $40M+ practices

•Explore ways to maximize your firm’s value before engaging in a deal

Listen to the full episode now!

#AccountingMergers #PrivateEquityCPA #StrategicGrowth #CPAFirmValuation #MergersAndAcquisitions

  continue reading

19 episodes

Artwork
iconShare
 
Manage episode 465321144 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.

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 equity trends shaping the CPA industry

•Learn what makes a firm attractive to strategic investors

•Discover the factors that impact valuations and deal structures

•Gain insights into real transactions—from small firms to $40M+ practices

•Explore ways to maximize your firm’s value before engaging in a deal

Listen to the full episode now!

#AccountingMergers #PrivateEquityCPA #StrategicGrowth #CPAFirmValuation #MergersAndAcquisitions

  continue reading

19 episodes

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