Is Private Equity the Future of CPA Firm Growth—or Just a Risky Shortcut?

In this episode of Everything CPA and Private Equity, Frazier & Deeter’s Jeremy Jones and Seth McDaniel join Phil Whitman and David Wolfskehl to reveal how their firm went from cautious observers to confident partners with General Atlantic. It’s an honest, behind-the-scenes look at the strategy, process, and real impact of private equity in the accounting world.

In this episode, you will be able to:

•Understand why Frazier & Deeter initially said “no” to private equity—and what changed their minds.

•Learn how they narrowed down 35 offers to one perfect-fit partner based on values, culture, and vision.

•See how they brought all 61 partners into the process with transparency, alignment, and buy-in.

•Hear their roadmap for national expansion, people development, and tech investment post-deal.

•Get clarity on quality concerns, partner control, and the realities of PE “turns” over time.

If your firm is exploring what’s next—don’t miss this real-world case study in strategic transformation!

#PrivateEquity #CPAIndustry #FirmLeadership #AccountingGrowth #EverythingCPAandPE

Is Private Equity Killing Quality in Accounting? Let’s Set the Record Straight.

In this episode, join David Wolfskehl, Phil Whitman, and special guest Reyes Florez as they address one of the most talked-about concerns in the industry: Does private equity hurt quality? The answers may surprise you.

In this episode, you will be able to:

•Understand why fears about post-deal quality drops may be misplaced

•Hear firsthand accounts from firms thriving after PE investment

•Learn why alignment and leadership matter more than ownership model

•Explore the long-term impact of PE from those who’ve seen it evolve

•Get clarity on the real risks—and real opportunities

Listen now to get the inside perspective and decide for yourself!

#PrivateEquity #AccountingIndustry #PodcastEpisode #MergersAndAcquisitions #CPAInsights

Is Private Equity Really Putting CPA Firm Quality at Risk? That’s what a recent Wall Street Journal article suggests—but is it the full story?

In this episode of Everything CPA and Private Equity, David Wolfskehl, Phil Whitman, and Dave Kells dig into the growing conversation around quality control in accounting firms backed by private equity or strategic investors. With decades of leadership experience and over 30 deals behind them, they’re not just guessing—they’ve seen the inside.

In this episode, you’ll be able to:

•Hear why larger firms—with PE or strategic backing—often strengthen quality control.

•Understand the real role of skepticism and audit culture in safeguarding standards.

•Explore how regulations (like PCAOB oversight) impact CPA firms today.

•Discover how experienced CPAs maintain independence despite outside capital.

•Learn why comparing CPAs to healthcare might be misleading—and even dangerous.

Tune in to hear what’s really happening behind the scenes—and why not all criticism holds up!

#CPAandPrivateEquity #AuditStandards #FirmIntegrity #AccountingInsights #RegulatoryReality