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Is your firm truly built to thrive—or just getting by in today’s private equity-driven market?

Join David Wolfskehl, Phil Whitman, and guest David Kells as they dive deep into the strategies CPA firms need to thrive in today’s private equity landscape. From profitability tips to offshoring insights, this episode is packed with actionable advice!

In this episode, you will be able to:

  1. Discover why profitability is the cornerstone for private equity readiness.
  2. Learn how offshoring can instantly boost your firm’s bottom line.
  3. Understand the fundamentals of tackling inefficiencies within your processes.
  4. Gain insights into aligning partner goals for impactful change.
  5. Explore the transformative power of embracing a corporate structure within CPA firms.

Tune in to uncover expert strategies and actionable insights to elevate your firm’s value and seize opportunities in private equity!

Don’t miss out—listen now and subscribe for more!

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36 episodes