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Ep 3: What CPA Firms Need to Know About Private Equity
Manage episode 459080583 series 3620694
Konten disediakan oleh Whitman Transition Advisors. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Whitman Transition Advisors atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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!
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