Everything CPA and Private Equity with Phil Whitman and David Wolfskehl
Whitman Transition AdvisorsWelcome 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
| Publishes | Twice monthly | Episodes | 50 | Founded | a year ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | ManagementInvestingBusiness | |||
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Latest Episodes
Is your firm’s biggest growth challenge finding the right people?
For many CPA firms, talent—not clients—is the biggest barrier to growth. Looking beyond your local market can expand your talent pool, increase capacity, and help your firm scale.
In... more
Is your firm preparing for the future—or falling behind?
In this episode of Everything CPA & Private Equity, David Wolfskehl sit down with Calvin Harris, CPA, CEO of the New York State Society of CPAs, to discuss the biggest trends impacting the pro... more
Are your people thriving, or are they quietly burning out?
In this episode of Everything CPA and Private Equity, Phil Whitman and David Wolfskehl sit down with Amy Vetter, CPA, CEO of The B3 Method Institute, to discuss one of the most important—and... more
How do you scale a firm without losing its culture?
In this episode of Everything CPA and Private Equity, Phil Whitman and David Wolfskehl sit down with Erin McAuley, Chief People Officer, Springline Advisory, to discuss why people strategy has beco... more
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Apple Podcasts | #114 |  India/Business/Management |
Apple Podcasts | #217 |  Ireland/Business/Management |
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Frequently Asked Questions About Everything CPA and Private Equity
What is Everything CPA and Private Equity about and what kind of topics does it cover?
The show consistently explores how private equity intersects with accounting firms, emphasizing how ownership structures, governance, and scalable advisory offerings drive value and exits. Episodes frequently cover EBITDA-focused deal logic, platform or roll-up models, and the role of technology, education, and culture in preparing firms for transactions or transitions. A standout throughline is turning traditional CPA services into repeatable, revenue-generating streams that appeal to buyers, while also detailing post-deal integration, leadership alignment, and client education. The format blends practical playbooks with real-world deal anecdotes, making it useful for firm leaders, aspiring PE-backed practitioners, and professionals shapin... more
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How many listeners does Everything CPA and Private Equity get?
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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. The Accounting Podcast
3. The Best of Car Talk
4. NPR Music
5. AICPA Town Hall
How many episodes of Everything CPA and Private Equity are there?
Everything CPA and Private Equity launched a year ago and published 50 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact Everything CPA and Private Equity?
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What guests have appeared on Everything CPA and Private Equity?
Recent guests on Everything CPA and Private Equity include:
1. David Pence
2. Melissa Pinedo
3. Ely Lim
4. Calvin Harris
5. Amy Vetter
6. Erin McAuley
7. Josh Funk
8. Mark Martukovich
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.