Everything CPA and Private Equity with Phil Whitman and David Wolfskehl: Who It's For and Who Sponsors It

Est. audience: 100
Apple rating: 0 from 0
Cadence: Weekly
Latest: 2026-10-29
By: Whitman Transition Advisors
Based on: 12 recent episodes

Covers: Private equity investments, CPA firm acquisitions, partnership models, practice scaling, and industry market trends.
For: CPA firm leaders, accounting partners, and professionals exploring private equity or firm growth.
Best for: CPA firm owners evaluating mergers, acquisitions, private equity, or modern firm growth strategies.
Skip if: Individual tax filers, everyday consumers, or entry-level bookkeepers.

Start with

Ep 59: Why the Highest Offer Isn’t Always the Best CPA Firm Deal with David Kells: Explains how to evaluate buyers and acquisition options beyond just the highest dollar amount offer.
Ep 58: Inside HBK's Strategy for Acquisitions and Independent Growth with Jeremy Hartzell: Teaches how a firm builds a competitive acquisition strategy while maintaining its culture and vision.
Ep 57: From Transactional Accounting to a Scalable Advisory Firm with Mark Martukovich: Shows how to prepare a practice for transactions by transforming transactional work into scalable advisory.

Summarised by AI from 12 recent episodes. Audience estimate and Apple rating from Podscan, checked 2026-11-03; treat the estimate as a guide and ask the show for its own numbers. Prices are not included. Report a mistake.