Ep 24: Double Your Firm in 3 Months? PE-Backed Firms Are Doing It

2025-06-13

Still think private equity is a passing trend in accounting? Think again. In this episode of Everything CPA and Private Equity, Phil Whitman and David Wolfskehl unpack what they’re seeing across the country as they attend top CPA conferences—and how firm leaders can make sense of it all. In this episode, you will be able to: Understand why PE-backed firms are now dominating the CPA event landscape. Hear real-world stories of firms that doubled in size within months after partnering with PE.

Still think private equity is a passing trend in accounting? Think again.

In this episode of Everything CPA and Private Equity, Phil Whitman and David Wolfskehl unpack what they’re seeing across the country as they attend top CPA conferences—and how firm leaders can make sense of it all.

In this episode, you will be able to:

Understand why PE-backed firms are now dominating the CPA event landscape.
Hear real-world stories of firms that doubled in size within months after partnering with PE.
Discover the shift from “PE curiosity” to “PE strategy” among firm leaders.
Learn why staying independent is still a viable path—but only if you prepare smartly.
Get tips on how to educate your team and evaluate your competition in this evolving market.