Everything CPA and Private Equity with Phil Whitman and David Wolfskehl

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

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

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

What should CPA firms focus on today to stay relevant? In this episode of Everything CPA and Private Equity, Phil Whitman and David Wolfskehl sit down with Michael Horwitz of the BDO Alliance to discuss the forces reshaping the profession, from private equity and AI to growth, governance, and independence. In this episode, you will be able to: • Understand how private equity is changing firm valuations and strategic options • Learn why growth must be intentional and well planned • Explore how AI is widening the gap between firms that invest and firms that wait • Discover why relationships and governance matter more than ever • Identify what independent firms should prioritize to stay competitive   Listen to the full episode of Everything CPA and Private Equity for Michael’s perspective on where the profession is headed and how firms can prepare! #EverythingCPAandPrivateEquity #CPAProfession #AccountingLeadership #PrivateEquity #FirmGrowth

What if every decision in your firm could be measured against one clear vision?   In this episode of Everything CPA and Private Equity, Phil Whitman and David Wolfskehl sit down with Suzanne Forbes, CEO of James Moore, to discuss how the firm transformed its vision from a simple statement into the foundation for strategy, governance, recruiting, culture, and growth.    In this episode, you will be able to: • Learn how James Moore uses its vision as a filter for strategic and operational decisions • Discover why repeatedly communicating a firm’s vision is essential for partner and team alignment • Understand how governance structures evolve to support long-term firm growth • Explore how vision influences recruiting, leadership development, and client relationships • See why accountability is critical when partners or team members are not aligned with the firm’s direction   Listen to the full episode!   #EverythingCPAandPrivateEquity #CPAProfession #AccountingLeadership #FirmGrowth #FirmCulture