Whitman Transition Advisors

Everything CPA and Private Equity with Phil and David

Join seasoned hosts as they explore the intersection of accounting and private equity. Gain insights, strategies, and expert advice to thrive in this dynamic field.

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Ep 12: The Shoemaker’s Children Syndrome Can Ruin Your Deal

E13 • 15 mins • Mar 6, 2025

Recent Episodes

Mar 6, 2025

Ep 12: The Shoemaker’s Children Syndrome Can Ruin Your Deal

E13 • 15 mins

Feb 27, 2025

Ep 11: From $0 to a Top 30 Firm: The Ascend Growth Story

E12 • 35 mins

Feb 20, 2025

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

E11 • 29 mins

Feb 13, 2025

Ep 9: A Year to Transform: How CPA Firms Can 5X Their Valuation

E10 • 22 mins

Feb 6, 2025

Ep 8: From $1M to $40M: What Private Equity Looks for in CPA Firms

E9 • 21 mins

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