Where can I listen to this podcast?

This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Yes, this podcast regularly features guests.

Everything CPA and Private Equity with Phil Whitman and David Wolfskehl

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by Whitman Transition Advisors

48 episodes

Updated Daily

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Podcast Overview

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!

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Publishing Since

12/2/2024

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Recent Episodes

June 18, 2026

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

June 11, 2026

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

June 4, 2026

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

48 total episodes available

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Frequently asked questions

Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.

What is 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!
How often does this podcast release new episodes?: This podcast updates daily.
Where can I listen to this podcast?: This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Yes, this podcast regularly features guests.

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