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].
关于我们
WHITMAN TRANSITION ADVISORS is a national consultancy that specializes in succession planning strategies for CPAs and CPA firms. WHITMAN TRANSITION ADVISORS provides merger and acquisition, strategic talent acquisition and practice management consulting services to small, medium and large firms; from sole practitioners to world-class global firms. We understand the industry and have solid relationships with leadership at many small, medium and Top 100 firms in the country. We pride ourselves in our consultative approach to hiring and practice growth through Mergers & Acquisitions. As a result of our relationships we are able to find you the best new partner for your firm, the best new partner position for yourself, or the best merger firm for your practice.
- 网站
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https://www.whitmanbiz.com
Whitman Transition Advisors LLC的外部链接
- 所属行业
- 会计
- 规模
- 11-50 人
- 总部
- New York,NY
- 类型
- 私人持股
- 创立
- 2008
- 领域
- CPA Firm Merger & Acquisition、Partner Talent Acquisition、Partner Retreat Facilitation、Practice Management Consulting、Lead Generation Services、Training & Coaching、Practice Growth Multiplier、Business Plan Creation、Sustainability Studies、Partner Compensation Consulting、Outplacement Services、Business Development Training、Future Leadership Training、CPA Firm International Association Consulting、Post Merger Integration Consulting、Pre-Merger Readiness Assessments、Technology Assessments、Human Resource Department Assessments、Risk Management Consulting和Managing Partner Coaching
地点
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主要
US,NY,New York,10017
Whitman Transition Advisors LLC员工
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Andy Sherman
Helping MSPs Grow Profits, Valuations and Revenues | Fractional CRO | Go-To-Market Strategy and Execution | Strategic Growth Advisor |
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David Wolfskehl
Creating new opportunities and expanding connections. These are what's most important to me. If you want to join or partner with our team, let's chat!
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Joel Sinkin
Partner, Whitman Transition Advisors, LLC; Experienced Strategist, Advisor, Facilitator, Educator and Author
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David E. Kells Jr.
动态
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Is your firm ready for a successful merger? Many CPA firms struggle to attract the right strategic partner because they haven’t clearly defined their unique value. Without this key insight, it can be difficult to differentiate your firm from others in a competitive market. This week’s tip:?Define your firm’s unique value?to ensure you attract the right strategic partner for a seamless, successful merger. Not sure where to start? Contact Philip Whitman, CPA, CEPA today to learn how to position your firm for success! #Mergers #StrategicPartnership #CPAFirms #PrivateEquity #CPAMerger
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Are you curious about the evolving landscape for CPA firms in the world of private equity? Philip Whitman, CPA, CEPA?and?David Wolfskehl?chat with?David E. Kells Jr., Managing Director at Whitman Transition Advisors, about the exciting developments in the industry! There’s never been a better time to be a CPA firm, and our goal is to fully educate you on this new movement.?Listen to our latest episode and learn how your firm can thrive in this exciting time! #PrivateEquity #CPAFirms #Leadership #BusinessGrowth #CPAMerger
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Are you unsure about how to navigate your next merger or acquisition? A successful transition isn’t just about closing the deal—it’s about making informed decisions and having a trusted partner by your side. With the right guidance, you can avoid costly mistakes and set your firm up for long-term success. Let Philip Whitman, CPA, CEPA and the team at Whitman Transition Advisors LLC guide you through the process with proven strategies! #Mergers #BusinessStrategy #CPAMerger #CPAIndustry #MergerConsultation
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In the world of private equity-backed consolidation, it’s not enough to just?want?it to exist – it must be driven by the right intent to make everyone better off. In this snippet of the Everything CPA & Private Equity podcast, David Wurtzbacher and Nishaad Ruparel of Ascend share their insights on what truly drives successful consolidation in the public accounting industry! Don’t miss out on these valuable perspectives – tune in to hear more about how the right approach can ensure long-term success! https://lnkd.in/gb4NvfiT #PrivateEquity #Consolidation #CPAIndustry #GrowthMindset #FutureOfAccounting
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Is your EBITDA the real reason your firm isn’t reaching its full potential? https://lnkd.in/gHTDaVth In this episode, hosts Philip Whitman, CPA, CEPA and David Wolfskehl dive deep into the critical role EBITDA plays in determining your company’s value and its impact on mergers and acquisitions. With over 30 deals under their belt for 2025, Phil and David share expert insights on how improving your EBITDA can unlock new opportunities for your firm! In this episode, you will be able to: ??Understand how EBITDA impacts profitability and company valuations. ??Learn how EBITDA is becoming a crucial factor in mergers and acquisitions. ??Discover how to assess whether your pricing strategy is aligned with your revenue goals. ??Get tips on improving profitability by evaluating pricing and client relationships. ??Hear from industry experts with firsthand experience in handling multiple private equity deals. Listen now to gain valuable insights and improve your profitability! #EBITDA #Profitability #MergersAndAcquisitions #BusinessGrowth #PrivateEquity
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Celebrating Gino Paulo Lopez on his special day! Your leadership and passion for putting people first make a world of difference at Whitman Transition Advisors.?Thank you for all you do and the positivity you bring to the team. Here’s to another amazing year ahead! Happy Birthday, Gino!?
?? Happy Birthday, Gino Lopez! ?? Today, we’re celebrating?Gino Lopez, our incredible Sales and Marketing Support Manager!??? His dedication, energy, and passion for excellence make a huge impact on our team every day. Gino, we appreciate everything you do, and we’re lucky to have you as part of the C-Suite IMPACT family. Wishing you a fantastic year ahead filled with success, happiness, and all the things that make you smile! Drop your birthday wishes for Gino in the comments! ?????? #HappyBirthdayGino #CSuiteImpact #TeamCelebration #SalesSupport
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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
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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
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?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
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