Whitman Transition Advisors LLC

Whitman Transition Advisors Announces Weekly Podcast Series: “Everything CPA and Private Equity” Exploring the Intersection of Private Equity and the Accounting Profession New Jersey — December 2024 — Whitman Transition Advisors (WTA), the largest consulting firm supporting CPA firms in the U.S., is excited to announce the launch of a weekly podcast series titled Everything CPA and Private Equity. Hosted by?David Wolfskehl, COO, and?Philip Whitman, CPA, CEPA, CEO, and President of WTA, the podcast will dive deep into the evolving relationship between private equity and the accounting profession. With the rapid rise of private equity activity in the CPA industry, Everything CPA and Private Equity will be a go-to resource for firm leaders, advisors, and stakeholders looking to stay ahead of the curve. Each episode will feature candid conversations about emerging trends, key opportunities, potential pitfalls, and actionable insights from industry leaders. “Private equity is reshaping the accounting industry profoundly,” said David. “Our goal with this podcast is to unpack the complexities, demystify the process, and empower CPA firms to leverage these changes for growth and success.” Phil added, “This podcast will not only educate but also inspire firms to think strategically about their future. We’re bringing a wealth of expertise and real-world examples to the table, making Everything CPA and Private Equity an indispensable tool for firms navigating this dynamic landscape.” What to Expect: - Expert Insights: Hear from top private equity professionals, CPA firm leaders, and advisors.? - Industry Trends: Explore how private equity influences firm mergers, acquisitions, and growth strategies.? - Real-World Applications: Learn actionable strategies that firms can adopt to capitalize on opportunities in the private equity space. The podcast will air weekly; episodes will be available on major streaming platforms, including?Spotify?and?Apple?Podcasts. Follow us on Linkedin and subscribe to our YouTube channel to watch more episodes. Special Announcement: To mark the launch, we are excited to announce that our first guest will be Terry Putney, Managing Director at WTA. Terry will share his invaluable insights on private equity's transformative impact on the CPA profession and what it means for firms like yours. We can’t wait to continue the conversation with you! Stay tuned for our premiere episode, featuring exclusive highlights from Chicago and Terry’s expert perspective. About Whitman Transition Advisors:? WTA is the largest and most comprehensive consulting firm supporting CPA firms across the U.S. With a proven track record in driving strategic outcomes, WTA specializes in mergers and acquisitions, growth planning, and private equity partnerships. For more information about Everything CPA and Private Equity or to subscribe, please visit https://lnkd.in/gdRhXD2E or contact David Wolfskehl at [email protected].

Is your CPA firm truly maximizing its value? Many firms overlook the small operational tweaks that could unlock significant profitability. These adjustments can lead to huge gains that directly impact your firm’s value and bottom line. If you’re not taking a closer look at these areas, you’re leaving money on the table. Ready to boost your firm’s profitability??Reach out to Philip Whitman, CPA, CEPA today and start maximizing your value! #BusinessGrowth #ProfitOptimization #CPAFirms #MaximizeValue #WhitmanTransitionAdvisors

Feeling stuck with low margins? Many firms overlook small inefficiencies that quietly eat away at profitability. Start by identifying those areas with low margins and take action. Even small improvements can make a huge difference. Focus on fixing these before implementing large-scale changes, and you’ll see your firm’s financial health transform for the better. Ready to optimize your margins and increase profitability??Get in touch with Philip Whitman, CPA, CEPA today! #ProfitOptimization #BusinessGrowth #CPAStrategy #SmartBusinessMoves #WhitmanTransitionAdvisors

?Ready to hit the links for a great cause? Whitman Transition Advisors LLC is proud to sponsor the?AICPA Foundation Annual Golf Classic! Not only will you be supporting the next generation of CPAs, but you’ll also have the chance to compete for the title of best golfer or best firm. Whether you’re aiming for a hole-in-one or a meaningful way to give back, this is an event you won’t want to miss. Reserve your spot now?and join us in making a difference! https://lnkd.in/gUFzWsNy #GolfForACause #AICPAGolfClassic #CPAGrowth #WhitmanTransitionAdvisors #SupportFutureCPAs

What if boosting your firm’s value wasn’t just about cutting costs? In this episode of Everything CPA & Private Equity, David E. Kells Jr., Managing Director at Whitman Transition Advisors LLC, shares the key to unlocking more value for your firm—improving realization rates and efficiency. It’s not just about trimming the fat; it’s about making smart moves that add substantial value to your bottom line. Catch the latest episode of Everything CPA & Private Equity and find out how to boost your firm's profits! #PrivateEquity #CPAIndustry #RealizationRates #FirmEfficiency #BusinessGrowth #ValueBoost

What does it take to turn a small firm into a top 100 powerhouse? In this candid conversation, Philip Whitman, CPA, CEPA shares the story of his long-time relationship with Glenn Friedman, founder of Prager Metis CPAs. From their first meeting in 2010 at the Terrace Club to watching Glenn’s firm grow into a leading name in the industry, hear about the leadership, vision, and strategy behind their success. Tune in to our latest episode to hear more insights from Phil and Glenn on building lasting success in the industry! #Leadership #BusinessGrowth #PrivateEquity #CPAIndustry #FirmSuccess

Is it really possible to drastically increase your CPA firm’s value in just 18 months? https://lnkd.in/ghiDudcx ? It may sound too good to be true, but with the right strategies in place, it’s absolutely achievable. In this episode, David Wolfskehl and Philip Whitman, CPA, CEPA, joined by expert guest David E. Kells Jr., dive deep into actionable steps that can help elevate your firm’s profitability and valuation in less than two years! ? In this episode, you will be able to: ? Uncover why profitability is a critical factor in boosting your firm’s value. ? Learn how operational efficiency can lead to huge improvements in valuation. ? Discover the low-hanging fruit that can increase your bottom line quickly. ? Find out how offshoring and technology can help optimize margins. ? Get expert advice on how to position your firm for a successful sale or private equity deal. ? Listen now to learn the strategies that can make your CPA firm more valuable in just 18 months! ? #CPAFirm #Profitability #FirmValuation #PrivateEquity #Offshoring #AccountingGrowth

What if the key to growing your firm wasn’t about hiring within your industry? Lee Cohen of LMC shares a game-changing lesson: sometimes, the best talent comes from outside the industry. Discover how this shift can lead to fresh ideas and drive your business forward. Want to hear more? Tune in to our latest episode for all the insider tips from Lee Cohen! https://lnkd.in/ghPp4Qft #Leadership #TeamGrowth #PrivateEquity #BusinessInnovation #IndustryDisruption

In today’s competitive market, private equity isn’t just about an influx of cash—it’s about using that investment to drive future growth, attract top talent, and streamline operations. Firms that harness private equity correctly can thrive by enhancing technology, expanding their service offerings, and staying ahead of competitors. The best part? You don’t have to give up control to make it work. Connect with Philip Whitman, CPA, CEPA today to find out how private equity can fuel your firm’s profitability without losing control! #PrivateEquity #FirmGrowth #StrategicInvesting #Profitability #Leadership

Why Do Some MSPs Sell for Millions While Others Struggle? What separates a thriving MSP from one that struggles to scale and sell at a premium? Join David Wolfskehl as he sits down with Andy Sherman, a seasoned expert in MSP growth, sales strategy, and M&A readiness. As the leader of our WTA Profit Team - MSP, Andy shares proven strategies to accelerate revenue, boost enterprise value, and position MSPs for successful exits. In this episode, you will be able to: ? Uncover the key factors that drive MSP revenue and valuation growth ? Learn how niche specialization can be a game-changer for scaling successfully ? Avoid the costly mistakes MSPs make before trying to sell ? Discover why top-performing MSPs command 2.6X higher valuations ? Build a predictable, repeatable revenue engine to fuel long-term success Want expert guidance on growing and maximizing your MSP’s value? Contact Andy Sherman today! #MSPGrowth #BusinessValuation #MergersAndAcquisitions #RevenueGrowth