Are CPA firm leaders underestimating how complex these deals really are?

In this episode of Everything CPA & Private Equity, Phil Whitman and David Wolfskehl break down the real lessons from 22+ investor meetings in a single month—and why “the multiple” is only one small scoop in a much bigger ice cream shop.

With 31 flavors, 12 cones, and endless toppings, today’s transactions are more nuanced than ever. The firms that win are the ones that understand the full menu—not just the headline number.

In this episode, you will be able to:

• Understand why the multiple alone does not determine total enterprise value

• Learn how EBITDA adjustments, add-backs, and flexibility can dramatically change outcomes

• See why smaller firms are experiencing increased competition and rising valuations

• Recognize the importance of chemistry and culture in both high-trust and low-trust deals

• Discover why having multiple offers improves leverage, clarity, and negotiating power

Listen now to gain the education most firm leaders never get—and make sure your next conversation is strategic, not reactive!

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