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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 monthlyEpisodes43Foundeda year ago
Number of ListenersCategories
BusinessManagementInvesting

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Artwork for Everything CPA and Private Equity

Latest Episodes

Not every CPA firm receives the same offer—and the difference often comes down to one thing: how the firm is run.

In this episode of Everything CPA & Private Equity, Phil Whitman, David Wolfskehl, and Dave Kells break down why some firms receive exc... more

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

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Which podcasts are similar to Everything CPA and Private Equity?

These podcasts share a similar audience with Everything CPA and Private Equity:

1. The Independent CPA Firm Podcast: Your Source to Thrive in Today’s Market
2. CPA Trendlines Podcasts
3. The Big 4 Transparency Podcast
4. Accounting Today Podcast
5. Earmark Podcast | Earn Free Accounting CPE

How many episodes of Everything CPA and Private Equity are there?

Everything CPA and Private Equity launched a year ago and published 43 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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