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Everything CPA and Private Equity with Phil Whitman and David Wolfskehl

Whitman Transition Advisors

Welcome to Everything CPA and Private Equity with Phil Whitman and David Wolfskehl, the go-to podcast for accounting professionals navigating the rapidly evolving world of private equity. Hosted by the seasoned team at Whitman Transition Advisors, this podcast breaks down complex topics, shares expert insights, and provides actionable advice to help CPA firms understand and thrive in the private e... more

PublishesTwice monthlyEpisodes42Foundeda year ago
Number of ListenersCategories
ManagementBusinessInvesting

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Artwork for Everything CPA and Private Equity

Latest Episodes

Are CPA firm leaders underestimating how complex these deals really are?

In this episode of Everything CPA & Private Equity, Phil Whitman and David Wolfskehl break down the real lessons from 22+ investor meetings in a single month—and why “the multi... more

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Are firms overlooking what truly matters long term?

In this episode of Everything CPA & Private Equity, Phil Whitman and David Wolfskehl sit down with Nishaad Ruparel, President of Ascend, to unpack one of the most misunderstood parts of private equ... more

Are CPA firms truly prepared for what 2026 will bring—or are they underestimating what’s coming next?

In this episode of Everything CPA & Private Equity, Phil Whitman and David Wolfskehl look ahead to 2026 and beyond, breaking down what CPA firm lea... more

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,... more

Worried your clients will ask, “Why didn’t you tell me about Bitcoin sooner?”

In this episode of Everything CPA & Private Equity, Phil Whitman and David Wolfskehl sit down with Mike Williams of TrueVestments to unpack the Bitcoin Legacy Fund—what it... more

The October 15 tax deadline is behind you — but what now? After months of nonstop work, long nights, and extension filings, many CPA firm leaders finally exhale… only to face the real question:

Now that the rush is over, is your firm actually ready ... more

What happens when private equity meets the most specialized corners of the CPA world—valuation, forensics, litigation, and advisory? A whole new set of opportunities emerges.

In this episode of Everything CPA & Private Equity, hosts Phil Whitman and... more

Why would a thriving CPA firm take outside investment?

In this episode of Everything CPA and Private Equity, hosts Phil Whitman and David Wolfskehl sit down with Joe Damiano of Sax to unpack why even a highly profitable, fast-growing firm chose a mi... more

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