Ep 33: Efficiency = Valuation: The Power of Tech in CPA Deals with Joe Carufe

Is your firm’s outdated tech holding back growth—and lowering valuation?

Tech isn’t just a back-office tool anymore—it’s a growth driver in private equity deals. In this episode of Everything CPA & Private Equity, hosts Phil Whitman and David Wolfskehl sit down with Joe Carufe of Karbon to explore how the right tech stack transforms firms before and after a PE transaction.

In this episode, you will be able to:

• Understand why PE firms see tech infrastructure as critical to scaling CPA practices

• Learn how standardized workflows and training boost profitability and efficiency

• Discover how smaller firms gain a “rocket booster” of innovation when joining PE platforms

• Explore why tech prep matters even if you’re not planning to sell soon

• See how improved efficiency translates directly into higher valuations

Listen now to hear how PE-backed firms are modernizing through tech—and why preparing your stack today sets you up for success tomorrow.

#PrivateEquity #CPAFirmGrowth #AccountingTechnology #WorkflowAutomation #FirmValuation