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HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
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Ep 19: What Makes a Firm ESOP-Ready? Real Talk for CPA Leaders
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl
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Is an ESOP the right next step for your CPA firm?
In this episode of Everything CPA and ESOP, David Wolfskehl is joined by Cristine O’Keefe and Tabitha Croscut to unpack what firms need to know about Employee Stock Ownership Plans—from legal structure to strategic fit. Whether you’re actively exploring succession options or just want to future-proof your firm, this conversation offers clarity and direction.
In this episode, you’ll be able to:
•Understand how ESOPs work and why more CPA firms are considering them
•Learn the legal and tax benefits that make ESOPs attractive
•Discover what makes a firm a good fit for ESOP implementation
•Hear insights from real-world firm experiences
•Avoid common pitfalls that can derail an ESOP transition
If you’re exploring options beyond traditional succession, this episode is a must-listen!
#ESOP #CPAIndustry #SuccessionPlanning #FirmLeadership #AccountingStrategy
36 episodes
