Everything CPA and Private Equity with Phil Whitman and David Wolfskehl
Whitman Transition Advisors
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About the Show
Partnership & Audience Signals
Regularly hosts outside guests
45 episodes — long track record
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Recent Episodes
Ep 45: The CPA Firm Model That Buyers Want Most with Mark Martukovich
Thinking about building a more valuable CPA firm—but not sure where to start? In this episode of Everything CPA & Private Equity, Phil Whitman and David Wolfskehl sit down with Mark Martukovich…
Ep 44: Inside a Real CPA Firm Deal From First Call to LOI with Dave Kells
Thinking about a deal—but not sure what the process actually looks like? In this episode of Everything CPA & Private Equity, host, David Wolfskehl and guest, Dave Kells walk through a real…
Ep 43: The Difference Between a Good CPA Firm and a Valuable One with David Kells
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…
Ep 42: Thirty One Flavors and a Billion Dollar Decision
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…
Ep 41: Rethinking Ownership: Why Equity Quality Matters in CPA Firms with Nishaad Ruparel
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…
Ep 40: What’s Next for CPA Firms: PE, Independence, and the Road to 2026
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…
Ep 39: So Many PE Models, So Little Clarity: Your Post-Summit Roadmap with Dave Kells
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…
Ep 38: From Volatility to Legacy: Helping CPA Clients Navigate Bitcoin with Mike Williams
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…
Ep 37: Ready, Set, Meet: Preparing Your Firm for Post–Tax Season
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…
Ep 36: Private Equity Meets Niche Expertise: Opportunities for Specialty Practices
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…
Ep 35: Why a Profitable Firm Like Sax Still Chose Minority PE with Joe Damiano
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…
Ep 34: Fiercely Independent—or Strategically Aligned? The Choice for CPA Firms with Alan Whitman
Are CPA firms clinging too tightly to being “fiercely independent”? In this episode of Everything CPA and Private Equity, hosts Phil Whitman and David Wolfskehl sit down with former Baker Tilly CEO…
Ep 33: Efficiency = Valuation: The Power of Tech in CPA Deals with Joe Carufe
Is your firm’s outdated tech holding back growth—and lowering valuation? Tech isn’t just a back-office tool anymore—it’s a growth driver in private equity deals. In this episode of Everything CPA…
Ep 32: Beyond the Big Firms: How Sub-$3M Practices Are Getting PE Deals
Are smaller CPA firms being overlooked in the private equity wave? In this episode of Everything CPA and Private Equity, hosts Phil Whitman and David Wolfskehl break down why firms under $3M are…
EP 31: Why CPA Firms Under $3M Are Now on Private Equity’s Radar
Think private equity is only chasing the biggest players in the industry? Think again. In this episode of Everything CPA and Private Equity, Phil Whitman and David Wolfskehl break down how firms…
Ep 30: Private Equity in Accounting: Fear vs. Fact
Worried about the impact of private equity in accounting? You’re not alone—but the fear often doesn’t match the facts. In this episode, Phil Whitman and David Wolfskehl are joined by Terry Putney for…
Ep 29: Beyond the Buyout: How Occams Elevate Builds Real Firm Value
What Happens When PE Is Led by Operators—Not Just Investors? In this episode of Everything CPA and Private Equity, Phil and David sit down with Sanjay Agarwal, CEO of Occams Elevate, to explore a new…
Ep 28: Chemistry Over Cash: The Truth About PE Alignment
Is your firm ready for private equity—or just reacting to a phone call? In this episode of Everything CPA and Private Equity, hosts Phil Whitman and David Wolfskehl are joined by guest David Kells,…
Ep 27: Minority Investment, Major Impact: A New Model for CPA Firm Growth
How can minority investments transform CPA firms—and what role does Bitcoin play in the future of finance? In this episode of Everything CPA and Private Equity, Mike Williams, Managing Partner of…
Ep 26: From Startup to $300M: Inside a New PE Model for CPA Firms
What happens when a CPA sees the gap—and decides to build the solution? In this episode of Everything CPA and Private Equity, Josh Funk, Chief Development Officer at Crete Professionals Alliance,…
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