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Ep 3: What CPA Firms Need to Know About Private Equity
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In this episode of Everything CPA and Private Equity, Phil Whitman and David Wolfskehl explore how these transformative changes are reshaping CPA firms. From avoiding deal-breaking missteps to unlocking wealth-building opportunities for younger partners, they share real-world insights and strategies for success.
In this episode, you will be able to:
- Understand how private equity is changing the CPA firm model and what it means for your business.
- Learn the critical importance of language in negotiations and how to frame deals for success.
- Explore wealth-building opportunities for younger partners and strategies to avoid traditional buyout burdens.
- Discover how specialty practices can adapt to private equity-driven changes and seize new opportunities.
- Gain actionable steps to increase your firm’s value and compete with private equity-backed firms.
This is an essential listen for any CPA firm leader looking to stay competitive and informed in today’s market. Don’t miss it!
19 episodes
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