Ep 16: Smaller CPA Firms Are Winning Big in Mergers!

2025-04-03

Are you a $1M–$5M CPA firm thinking private equity isn’t for you? Think again. In this episode of Everything CPA and Private Equity, David Wolfskehl and Phil Whitman dig into why smaller, profitable firms are more valuable than ever—and how geography, succession planning, and firm mindset play a bigger role than you think. In this episode, you will be able to: •Understand why valuations for smaller CPA firms are on the rise •Learn how profitability trumps size when it comes to private equ...

Are you a $1M–$5M CPA firm thinking private equity isn’t for you? Think again.

In this episode of Everything CPA and Private Equity, David Wolfskehl and Phil Whitman dig into why smaller, profitable firms are more valuable than ever—and how geography, succession planning, and firm mindset play a bigger role than you think.

In this episode, you will be able to:

•Understand why valuations for smaller CPA firms are on the rise

•Learn how profitability trumps size when it comes to private equity interest

•Discover why “flying under the radar” is no longer a winning strategy

•Get real-world examples of firms turning modest revenue into major value

•Explore how succession and talent struggles are actually attracting investors

Don’t miss this powerful conversation—listen to the full episode now and discover what’s possible for your firm.

#CPA #PrivateEquity #FirmValuation #SuccessionPlanning #MergersAndAcquisitions

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