Is your firm’s outdated tech holding back growth—and lowering valuation?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:

Understand why PE firms see tech infrastructure as critical to scaling CPA practices

Learn how standardized workflows and training boost profitability and efficiency

Discover how smaller firms gain a “rocket booster” of innovation when joining PE platforms

Explore why tech prep matters even if you’re not planning to sell soon

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