About Everything CPA and Private Equity with Phil Whitman and David Wolfskehl
Welcome to Everything CPA and Private Equity with Phil Whitman and David Wolfskehl, the go-to podcast for accounting professionals navigating the rapidly evolving world of private equity. Hosted by the seasoned team at Whitman Transition Advisors, this podcast breaks down complex topics, shares expert insights, and provides actionable advice to help CPA firms understand and thrive in the private equity landscape.
Each episode explores critical concepts, from investment strategies to partnership models, and features candid conversations with industry leaders and special guests. Whether you’re exploring opportunities, managing transitions, or simply curious about the latest trends, this podcast delivers the knowledge you need to make informed decisions and drive your firm’s success.
Tune in, subscribe, and join us as we guide you through the intersection of accounting and private equity!
Ep 57: From Transactional Accounting to a Scalable Advisory Firm with Mark Martukovich
What if the best time to prepare your CPA firm for a transaction is years before you ever plan to make one?
In this episode of Everything CPA and Private Equity, David Wolfskehl and Phil Whitman sit down with Mark Martukovich, CPA, of Business Advisory and Accounting Partners to discuss how he transformed a traditionally transactional CPA practice into a more predictable, scalable advisory business.
In this episode, you will be able to:
• Learn how to turn informal advisory conversations into structured, repeatable service offerings• Understand how recurring advisory agreements can create more predictable revenue and cash flow• Explore why building systems that are not dependent on one partner can make a firm more scalable• Discover how predictable, profitable advisory revenue can influence the way a firm is valued in a transaction• Learn how to begin introducing advisory services without waiting for the model to be perfect
Listen to the full episode of Everything CPA and Private Equity to hear how intentional planning, recurring advisory services, and scalable systems can help build a more valuable firm before it’s time to make a deal!
#EverythingCPAandPrivateEquity #CPAAdvisory #CPAFirms #PrivateEquity #FirmValue
11 Sept 2026
EP 56: How CPA Firms Can Thrive With or Without Private Equity with Dave Kells
Can a CPA firm remain fiercely independent and still thrive in today’s rapidly changing market?
In this episode of Everything CPA and Private Equity, David Wolfskehl sits down with Dave Kells to reflect on key takeaways from BDO Evolve in Las Vegas.
In this episode, you will be able to:
• Understand why both private equity and independence require intentional strategic planning• Learn how working on the business—not just in the business—can improve long-term firm performance• Identify the KPIs, data, and operational insights firms need to make better decisions• Explore how professional leadership, technology, talent, and new service lines can support sustainable growth• Discover why stronger firms have greater flexibility, negotiating power, and opportunity regardless of the path they choose
Whether your firm is exploring outside investment or committed to remaining independent, the fundamentals still matter!
#EverythingCPAandPrivateEquity #CPAProfession #FirmGrowth #AccountingLeadership #PrivateEquity
21 Aug 2026
Ep 55: From AI Experimentation to Firmwide Transformation with Dane Boeckermann
What does it take to keep an independent CPA firm growing while the profession is changing faster than ever?
In this episode of Everything CPA and Private Equity, Phil Whitman sits down with Dane Boeckermann, CEO of BGM, to discuss the firm’s entrepreneurial growth strategy, its succession-focused approach, and how BGM is preparing its people and clients for AI.
In this episode, you will be able to:
• Learn how BGM expanded beyond traditional accounting into wealth management, trust services, investment banking, and more• Understand how private equity has influenced BGM’s strategy while maintaining a focus on future ownership and leadership• Explore how BGM is training its people to experiment with AI and build practical agents for everyday work• Discover how the firm is balancing AI-driven efficiency with people and career development• Learn how BGM plans to turn its internal AI experience into new advisory opportunities for clients
Listen to the full episode!
#EverythingCPAandPrivateEquity #CPAProfession #ArtificialIntelligence #FirmGrowth #AccountingLeadership
Contact Everything CPA and Private Equity with Phil Whitman and David Wolfskehl
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