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March 6, 2025 14 mins

Is Your CPA Firm Guilty of the Shoemaker’s Children Syndrome?

Many CPA firms are excellent at helping clients stay financially strong but struggle to keep their own house in order. In this episode, Phil Whitman and David Wolfskehl dive into why internal disorganization can ruin private equity deals—and how to fix it before it’s too late.

 

In this episode, you will be able to:

  • Recognize how neglecting your firm’s financial readiness can cost you a deal
  • Learn why inconsistent messaging among partners raises red flags for investors
  • Discover how delays in providing financials can weaken your negotiating power
  • Understand the importance of preparation in making a strong first impression
  • Adopt best practices to ensure your firm is seen as a valuable investment

 

Don’t let poor preparation derail your private equity opportunities. Listen now. 

 

#CPAFirm #PrivateEquity #BusinessGrowth #MergersAndAcquisitions #LeadershipMatters

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