Ep 22 - How Frazier & Deeter Turned Caution into Confidence

2025-05-22

Is Private Equity the Future of CPA Firm Growth—or Just a Risky Shortcut? In this episode of Everything CPA and Private Equity, Frazier & Deeter’s Jeremy Jones and Seth McDaniel join Phil Whitman and David Wolfskehl to reveal how their firm went from cautious observers to confident partners with General Atlantic. It’s an honest, behind-the-scenes look at the strategy, process, and real impact of private equity in the accounting world. In this episode, you will be able to:

Is Private Equity the Future of CPA Firm Growth—or Just a Risky Shortcut?

In this episode of Everything CPA and Private Equity, Frazier & Deeter’s Jeremy Jones and Seth McDaniel join Phil Whitman and David Wolfskehl to reveal how their firm went from cautious observers to confident partners with General Atlantic. It’s an honest, behind-the-scenes look at the strategy, process, and real impact of private equity in the accounting world.

In this episode, you will be able to:

•Understand why Frazier & Deeter initially said “no” to private equity—and what changed their minds.

•Learn how they narrowed down 35 offers to one perfect-fit partner based on values, culture, and vision.

•See how they brought all 61 partners into the process with transparency, alignment, and buy-in.

•Hear their roadmap for national expansion, people development, and tech investment post-deal.

•Get clarity on quality concerns, partner control, and the realities of PE “turns” over time.

If your firm is exploring what’s next—don’t miss this real-world case study in strategic transformation!

#PrivateEquity #CPAIndustry #FirmLeadership #AccountingGrowth #EverythingCPAandPE

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