Feeling overwhelmed by all the private equity noise—and not sure what it really means for your firm?

In this episode of Everything CPA & Private Equity, Phil Whitman and David Wolfskehl sit down with Dave Kells to recap Accounting Today’s PE Summit, break down what they’re seeing in the market, and talk frankly about how firm leaders can get educated before a term sheet hits their inbox.

In this episode, you will be able to:

• Understand the key takeaways from the PE Summit and what they signal for firms in the $2M–$20M range.

• Clarify the different “flavors” of capital partners—platforms, roll-ups, minority deals, debt structures—and why they’re not all created equal.

• Learn how to start the internal work: partner “soul searching,” defining your legacy, and aligning on what you actually want.

• See why culture, chemistry, and governance matter just as much as multiples when evaluating potential partners.

• Recognize why you need a Sherpa—someone who’s seen dozens of deals—to help you compare options rather than jumping at the first big check.

If you’re weighing your firm’s next move—or you just want clarity amid the PE buzz—listen to this episode and get the guidance every CPA firm leader needs before entering the conversation!

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