Everything CPA and Private Equity with Phil Whitman and David Wolfskehl

Ep 48: The Hidden ROI of Happier Employees with Amy Vetter

Are your people thriving, or are they quietly burning out? In this episode of Everything CPA and Private Equity, Phil Whitman and David Wolfskehl sit down with Amy Vetter, CPA, CEO of The B3 Method Institute, to discuss one of the most important—and often overlooked—drivers of firm success: people.   In this episode, you will be able to: • Understand how fulfillment and employee engagement impact firm profitability • Learn how to measure the ROI of culture, leadership, and wellness initiatives • Discover why top performers are often the most at risk for burnout • Explore strategies for improving retention, innovation, and team alignment • See how firms can create sustainable growth while reducing workload and turnover   The firms that win in the future won’t just invest in technology. They’ll invest in their people.   Listen now to the full episode!   #EverythingCPAandPE #AmyVetter #CPAFirmGrowth #AccountingLeadership #FirmCulture

Ep 47: Growing Your Firm Starts With Your People with Erin Mcauley

How do you scale a firm without losing its culture?   In this episode of Everything CPA and Private Equity, Phil Whitman and David Wolfskehl sit down with Erin McAuley, Chief People Officer, Springline Advisory, to discuss why people strategy has become a competitive advantage in today’s accounting profession. From culture due diligence to leadership development and employee ownership, Erin shares how firms can grow while preserving the relationships and values that made them successful in the first place.   In this episode, you will be able to: • Understand why your people strategy should be your business strategy • Learn how the “Big Small Firm” model creates opportunities for both clients and employees • Discover how culture assessments help identify the right growth and partnership fit • Explore innovative approaches to leadership development, retention, and career mobility • See how employee ownership programs can create stronger engagement and long-term commitment   Listen now to learn how leading firms are scaling with purpose, preserving culture, and building the next generation of firm leaders!   #EverythingCPAandPE #CPAFirmGrowth #PeopleStrategy #AccountingLeadership #TalentDevelopment #FirmCulture

Ep 46: Inside Crete's $500 Million CPA Firm Growth with Josh Funk

Are you evaluating your firm’s future but unsure which growth and ownership model is right for you?   In this episode of Everything CPA and Private Equity, Phil Whitman and David Wolfskehl sit down with Josh Funk of Crete Professionals Alliance to discuss a different approach to CPA firm growth, ownership, and partnership.   In this episode, you will be able to: • Understand the difference between partner equity and traditional private equity models. • Learn how CPA firms can maintain entrepreneurial independence while accessing additional resources. • Discover how local ownership and culture can be preserved during growth. • Explore how technology partnerships are helping firms prepare for the future. • Gain insights into the opportunities and challenges shaping the next generation of CPA firms.   Listen now to hear Josh’s perspective on the evolving CPA landscape and what it means for firm leaders planning for growth, succession, and long-term value!   #EverythingCPAandPE #CPAFirms #PrivateEquity #PartnerEquity #AccountingIndustry

Ep 45: The CPA Firm Model That Buyers Want Most with Mark Martukovich

Thinking about building a more valuable CPA firm—but not sure where to start?   In this episode of Everything CPA & Private Equity, Phil Whitman and David Wolfskehl sit down with Mark Martukovich of Business Advisory & Accounting Partners to discuss how shifting from transactional accounting work to structured advisory services transformed his firm’s value, predictability, and growth potential.   In this episode, you will be able to: • Learn how advisory services can increase firm value and predictability • Understand why recurring revenue changes the way firms are valued • Discover how to systematize advisory work instead of delivering it ad hoc • Identify simple ways to start introducing advisory services to clients • See how long-term planning can create more leverage in M&A conversations   Listen to this episode of Everything CPA & Private Equity to learn how intentional growth and advisory-driven strategy can reshape the future of your CPA firm!   #EverythingCPAandPE #CPAFirmLeadership #AdvisoryServices #CPAFirmGrowth #PrivateEquityInAccounting

Ep 44: Inside a Real CPA Firm Deal From First Call to LOI with Dave Kells

Thinking about a deal—but not sure what the process actually looks like?   In this episode of Everything CPA & Private Equity, host, David Wolfskehl and guest, Dave Kells walk through a real transaction—from the very first conversation to signing an LOI—sharing what firms actually experience, learn, and decide along the way.   This isn’t theory. It’s a behind-the-scenes look at how a firm navigates education, evaluates options, and ultimately reaches clarity in one of the biggest decisions they’ll make.   In this episode, you will be able to:   • Understand how a CPA firm moves from initial curiosity to signing an LOI • Learn what the early conversations look like and why education is critical • Discover how firms evaluate different buyer models and compare offers • See why having multiple LOIs changes both clarity and negotiating power • Identify what happens during busy season when a firm is actively pursuing a deal   Listen to this episode of Everything CPA & Private Equity to get a real-world view of what it takes to navigate a CPA firm transaction—from first call to LOI!   #EverythingCPAandPE #CPAFirmLeadership #MergersAndAcquisitions #PrivateEquityInAccounting #FirmGrowth