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Ep 32: Beyond the Big Firms: How Sub-$3M Practices Are Getting PE Deals

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Manage episode 501695405 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://podcastplayer.com/legal.

Are smaller CPA firms being overlooked in the private equity wave?

In this episode of Everything CPA and Private Equity, hosts Phil Whitman and David Wolfskehl break down why firms under $3M are finding new opportunities in today’s market—and why it’s not just the large firms that PE is after.

In this episode, you will be able to:

• Understand why over 200+ PE groups are looking at CPA firms—and what that means for smaller practices

• Discover why “cash at closing” changes the traditional succession playbook

• Learn how niche services and profitability drive firm value in PE deals

• Explore why culture and chemistry matter just as much as multiples

• Hear why now is the best time ever to be a CPA firm owner

Listen now to uncover what’s really happening in the CPA and PE marketplace—and how your firm can be part of it!

#CPAIndustry #PrivateEquity #AccountingFirms #FirmGrowth #SuccessionPlanning

  continue reading

32 episodes

Artwork
iconShare
 
Manage episode 501695405 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://podcastplayer.com/legal.

Are smaller CPA firms being overlooked in the private equity wave?

In this episode of Everything CPA and Private Equity, hosts Phil Whitman and David Wolfskehl break down why firms under $3M are finding new opportunities in today’s market—and why it’s not just the large firms that PE is after.

In this episode, you will be able to:

• Understand why over 200+ PE groups are looking at CPA firms—and what that means for smaller practices

• Discover why “cash at closing” changes the traditional succession playbook

• Learn how niche services and profitability drive firm value in PE deals

• Explore why culture and chemistry matter just as much as multiples

• Hear why now is the best time ever to be a CPA firm owner

Listen now to uncover what’s really happening in the CPA and PE marketplace—and how your firm can be part of it!

#CPAIndustry #PrivateEquity #AccountingFirms #FirmGrowth #SuccessionPlanning

  continue reading

32 episodes

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