Feeling overwhelmed by all the private equity noise—and not sure what it really means for your firm?

In this episode of Everything CPA & Private Equity, Phil Whitman and David Wolfskehl sit down with Dave Kells to recap Accounting Today’s PE Summit, break down what they’re seeing in the market, and talk frankly about how firm leaders can get educated before a term sheet hits their inbox.

In this episode, you will be able to:

• Understand the key takeaways from the PE Summit and what they signal for firms in the $2M–$20M range.

• Clarify the different “flavors” of capital partners—platforms, roll-ups, minority deals, debt structures—and why they’re not all created equal.

• Learn how to start the internal work: partner “soul searching,” defining your legacy, and aligning on what you actually want.

• See why culture, chemistry, and governance matter just as much as multiples when evaluating potential partners.

• Recognize why you need a Sherpa—someone who’s seen dozens of deals—to help you compare options rather than jumping at the first big check.

If you’re weighing your firm’s next move—or you just want clarity amid the PE buzz—listen to this episode and get the guidance every CPA firm leader needs before entering the conversation!

#CPAFirmLeadership #PrivateEquityInsights #AccountingIndustryTrends #CPAFirmGrowth #StrategicAdvisory

Worried your clients will ask, “Why didn’t you tell me about Bitcoin sooner?”

In this episode of Everything CPA & Private Equity, Phil Whitman and David Wolfskehl sit down with Mike Williams of TrueVestments to unpack the Bitcoin Legacy Fund—what it is, why Wall Street is leaning in, and how CPA firms can educate and protect high-net-worth clients while still managing risk.

In this episode, you will be able to:

• Understand why Bitcoin’s volatility is normal for a high-upside asset and how to think beyond day-to-day price swings.

• See how the Bitcoin Legacy Fund is structured specifically for CPA firm owners and their high-net-worth clients.

• Learn how to position Bitcoin as a long-term wealth silo, not a short-term trading play.

• Explore practical ways CPA firms can educate clients—using webinars, documentaries, and joint meetings with Mike’s team.

• Decide how your firm wants to show up: as the advisor who avoided the conversation, or the one who helped clients navigate it intelligently.

Tune into this episode of Everything CPA & Private Equity to get the education you need before your clients start asking the hard questions!

#CPAFirmLeadership #DigitalAssetsEducation #PrivateEquityInsights #BitcoinLegacyFund #AdvisorStrategy

The October 15 tax deadline is behind you — but what now? After months of nonstop work, long nights, and extension filings, many CPA firm leaders finally exhale… only to face the real question:

Now that the rush is over, is your firm actually ready for what comes next?

In this episode of Everything CPA & Private Equity, Philip Whitman, CPA, David Wolfskehl, and David E. Kells Jr. break down how firms can use the post–October 15 window to prepare for opportunity — whether that’s mergers, succession, or new investments.

Here’s what you’ll take away:

• Clarity before action: How to define what you truly want — for yourself, your partners, and your legacy — before taking that first meeting.

• One firm, one voice: Why alignment across your partner group builds confidence and credibility with potential buyers or investors.

• Prep drives value: The key financial, cultural, and operational steps that increase enterprise value long before any deal is signed.

• Address red flags early: How transparency about challenges protects your reputation and keeps deals from falling apart.

• Treat it like a partnership: Why responsiveness, readiness, and trustworthiness set the tone for better outcomes.

Listen now to learn how to turn the post–October 15 slowdown into your firm’s strongest season of growth and opportunity!

#CPAFirmGrowth #PrivateEquity #AccountingLeadership #MergersAndAcquisitions #WhitmanTransitionAdvisors