EP 31: Why CPA Firms Under $3M Are Now on Private Equity’s Radar

07/08/2025 18 min Episodio 33
EP 31: Why CPA Firms Under $3M Are Now on Private Equity’s Radar

Listen "EP 31: Why CPA Firms Under $3M Are Now on Private Equity’s Radar"

Episode Synopsis

Think private equity is only chasing the biggest players in the industry?
Think again. In this episode of Everything CPA and Private Equity, Phil Whitman and David Wolfskehl break down how firms under $3M in revenue are closing PE-backed deals — and why the opportunities have never been better for smaller practices.
 
In this episode, you will be able to:


Understand why PE firms and family offices are now targeting smaller CPA firms


Learn what deal structures can look like beyond the traditional “one-times revenue” model


Discover the key qualifiers that make a smaller firm attractive to strategic investors


See why culture and chemistry still matter more than the highest multiple


Explore how niche expertise can give small firms a big advantage in PE conversations


 
Listen now and find out how even smaller firms can leverage today’s market to take chips off the table, access growth capital, and secure their future!
 
#CPADeals #PrivateEquity #AccountingFirms #MergersAndAcquisitions #FirmGrowth

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