Is Private Equity the Future of CPA Firms? Find Out in This Episode
In this episode of Everything CPA & Private Equity, we sit down with Lee Cohen, a CPA firm leader who made the bold leap into private equity. He shares what it’s really like post-transaction, the biggest misconceptions CPA firms have about PE, and why this model could be the key to long-term success and firm growth. From leadership evolution to staff equity opportunities, this conversation is packed with insights for any CPA firm owner considering their next move.
In this episode, you will be able to:
- Understand the biggest fears CPA firm leaders have about private equity—and the reality behind them
- Learn how private equity removes the admin burden so firms can focus on growth and client service
- Discover how equity buy-in programs are changing the game for young CPAs
- Gain insights into the new role of managing partners in a PE-backed firm
- Hear Lee’s personal experience on finding the right PE partner and making the leap
Listen to the full episode now!
#PrivateEquity #CPAIndustry #AccountingLeadership #MergersAndAcquisitions #FirmGrowth #CPAInsights
Popular Podcasts
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com