Is your firm’s outdated tech holding back growth—and lowering valuation?
Tech isn’t just a back-office tool anymore—it’s a growth driver in private equity deals. In this episode of Everything CPA & Private Equity, hosts Phil Whitman and David Wolfskehl sit down with Joe Carufe of Karbon to explore how the right tech stack transforms firms before and after a PE transaction.
In this episode, you will be able to:
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Understand why PE firms see tech infrastructure as critical to scaling CPA practices
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Learn how standardized workflows and training boost profitability and efficiency
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Discover how smaller firms gain a “rocket booster” of innovation when joining PE platforms
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Explore why tech prep matters even if you’re not planning to sell soon
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See how improved efficiency translates directly into higher valuations
Listen now to hear how PE-backed firms are modernizing through tech—and why preparing your stack today sets you up for success tomorrow.
#PrivateEquity #CPAFirmGrowth #AccountingTechnology #WorkflowAutomation #FirmValuation
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