Ep 10: Why CPAs Are Betting Big on Private Equity-And Winning with Lee Cohen

2025-02-20

Is Private Equity the Future of CPA Firms? Find Out in This Episode In this episode of Everything CPA & Private Equity, we sit down with Lee Cohen, a CPA firm leader who made the bold leap into private equity. He shares what it’s really like post-transaction, the biggest misconceptions CPA firms have about PE, and why this model could be the key to long-term success and firm growth. From leadership evolution to staff equity opportunities, this conversation is packed with insights for any CPA firm owner considering their next move.

Is Private Equity the Future of CPA Firms? Find Out in This Episode

In this episode of Everything CPA & Private Equity, we sit down with Lee Cohen, a CPA firm leader who made the bold leap into private equity. He shares what it’s really like post-transaction, the biggest misconceptions CPA firms have about PE, and why this model could be the key to long-term success and firm growth. From leadership evolution to staff equity opportunities, this conversation is packed with insights for any CPA firm owner considering their next move.

In this episode, you will be able to:

Understand the biggest fears CPA firm leaders have about private equity—and the reality behind them
Learn how private equity removes the admin burden so firms can focus on growth and client service
Discover how equity buy-in programs are changing the game for young CPAs
Gain insights into the new role of managing partners in a PE-backed firm
Hear Lee’s personal experience on finding the right PE partner and making the leap

Listen to the full episode now!

#PrivateEquity #CPAIndustry #AccountingLeadership #MergersAndAcquisitions #FirmGrowth #CPAInsights

Comments (3)