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Welcome to Everything CPA and Private Equity with Phil Whitman and David Wolfskehl, the go-to podcast for accounting professionals navigating the rapidly evolving world of private equity. Hosted by the seasoned team at Whitman Transition Advisors, this podcast breaks down complex topics, shares expert insights, and provides actionable advice to help CPA firms understand and thrive in the private equity landscape. Each episode explores critical concepts, from investment strategies to partners ...
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Welcome to “The Wolf Den” hosted by Dan David. Dan is a Freedom of Speech activist in the global financial markets and the founder of Wolfpack Research, a short-biased activist research firm. He is considered an expert on China‘s markets and security and has presented at prestigious think-tanks and conferences such as the Center for Strategic International Studies (CSIS), Ergo - Global Flashpoint, and the Sohn Investment Conference. Dan is featured as the lead protagonist in a ground-breakin ...
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Is your EBITDA the real reason your firm isn’t reaching its full potential? In this episode, hosts Phil Whitman and David Wolfskehl dive deep into the critical role EBITDA plays in determining your company’s value and its impact on mergers and acquisitions. They explore how profitability is now at the forefront of business growth, challenging the t…
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Is it really possible to drastically increase your CPA firm’s value in just 18 months? It may sound too good to be true, but with the right strategies in place, it’s absolutely achievable. In this episode, David Wolfskehl and Phil Whitman, joined by expert guest Dave Kells, dive deep into actionable steps that can help elevate your firm’s profitabi…
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Is Your CPA Firm Guilty of the Shoemaker’s Children Syndrome? Many CPA firms are excellent at helping clients stay financially strong but struggle to keep their own house in order. In this episode, Phil Whitman and David Wolfskehl dive into why internal disorganization can ruin private equity deals—and how to fix it before it’s too late. In this ep…
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How Can CPA Firms Leverage Private Equity Without Losing Control? Private equity is reshaping the CPA industry, but many firms hesitate—fearing loss of independence or the wrong financial move. So, what’s the right approach? In this episode of Everything CPA & Private Equity, Phil Whitman and David Wolfskehl sit down with David Wurtzbacher, CEO & F…
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Is Private Equity the Future of CPA Firms? Find Out in This Episode In this episode of Everything CPA & Private Equity, we sit down with Lee Cohen, a CPA firm leader who made the bold leap into private equity. He shares what it’s really like post-transaction, the biggest misconceptions CPA firms have about PE, and why this model could be the key to…
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In this episode of Everything CPA and Private Equity, David Wolfskehl sits down with David Kells, leader of the Profit Team and former COO of Citrin Cooperman, to discuss what CPA firms must do to prepare for a successful transaction. Whether you’re considering private equity or aiming to stay independent, this conversation will help you position y…
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Thinking about taking chips off the table or positioning your CPA firm for strategic growth? In this episode of Everything, CPA and Private Equity, Phil Whitman and David Wolfskehl break down the latest trends in M&A and private equity investments in the accounting profession. In this episode, you will be able to: •Understand the latest private equ…
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Join hosts David Wolfskehl and Phil Whitman as they engage in a thought-provoking conversation with Glenn Friedman, CEO and Co-Managing Partner of Prager Metis CPAs. In this episode, they explore how private equity is reshaping the accounting industry, driving growth, presenting challenges, and creating new opportunities for firms navigating this t…
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In this episode of Everything CPA and Private Equity, 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: Disco…
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Special Episode Alert: The Citrin Cooperman-Blackstone Deal Unpacked This isn’t just any episode of Everything CPA and Private Equity—it’s a SPECIAL EDITION featuring an in-depth look at the monumental Citrin Cooperman Flip, powered by Blackstone, the largest private equity firm in the world. Join David Wolfskehl, Phil Whitman, Terry Putney, and Da…
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New Year, New Opportunities in CPA & Private Equity! Kick off 2025 with fresh insights from Everything CPA and Private Equity! Hosts David Wolfskehl and Phil Whitman share their predictions for the year ahead, including the rise of new players, trends in firm profitability, and strategies to prepare for private equity opportunities. Whether you’re …
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In this episode of Everything CPA and Private Equity, Phil Whitman and David Wolfskehl explore how these transformative changes are reshaping CPA firms. From avoiding deal-breaking missteps to unlocking wealth-building opportunities for younger partners, they share real-world insights and strategies for success. In this episode, you will be able to…
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In this episode, hosts Phil Whitman and David Wolfskehl are joined by special guest David Kells, leader of the Profit Team and former COO of Citroen Cooperman. They tackle the big question: How can CPA firms maximize their value before exploring private equity deals? In this episode, you will be able to: Understand how to increase your firm's total…
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Are you a CPA or firm exploring private equity partnerships? Dive into the exciting world of CPA and private equity with industry experts Phil Whitman and David Wolfskehl. This episode sets the stage for a series dedicated to unpacking private equity's impact on the accounting profession. In this episode, you’ll be able to: Understand why private e…
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Welcome to "The Wolf Den," in this episode we venture into the heart of the American opioid epidemic, exposing the dark underbelly of pharmaceutical sales and the devastating impact it has had on countless lives. In this special feature, we invite you to join us for an exclusive and emotionally charged interview with Alec Burlakoff, a former top ex…
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This week The Pack is joined by a man who needs no introductions to anyone in the world of finance. Barry Jay Minkow, former American businessman, pastor, and 2x convicted felon, is now turned, fraud hunter. At 16, Minkow founded ZZZZ Best, an immensely successful carpet cleaning and restoration company. However, it was a front to attract investmen…
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This Week The Pack is joined by Winston Sterzel, (on Twitter @serpentza) also known by his YouTube pseudonym SerpentZA. We talk about his time in China, his need to flee, How China has changed, and the chilling effect they have on free speech in the US. Russia, Ukraine, and Vietnam and how China has its hand in global events. He lived in Shenzhen i…
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This week The Pack is joined by an American business icon. David Sokol, David is the director and chairman of Atlas. David founded three companies in his career to date, taken three companies public, and as Chairman and CEO of MidAmerican Energy Holdings Company, he sold the company to Berkshire Hathaway, Inc. in 2000. David continued with Berkshir…
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This week The Pack is joined by friends to remember one of the teams, a remarkable and unique individual, someone who was always behind the scenes helping but a person who will always be at the forefront of our thoughts... Author, Poet, Artist, Investigator, Marine, and my friend In Matt's words -Ruthless, secretive, and sometimes seedy buy-side an…
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This week The Pack is joined by Dr. Art Laffer. (on Twitter @LafferCenter) His economic acumen and influence in triggering a worldwide tax-cutting movement in the 1980s earned him the distinction in many publications as “The Father of Supply-Side Economics.” The Laffer Curve is one of the primary theoretical constructs of supply-side economics, ill…
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This week The Pack is joined by Lars Emmerich (Twitter @Lars_Emmerich), Lars is an American thriller, crime, and mystery author who enjoys reading a good story as much as he does writing it. He was a fighter pilot before going full-time into writing. Then came Crypto, Lars became a miner and investor in some of our favorite non-fiat currencies. Alm…
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This week the Pack is joined by Attorney Zachary Greenberg, Senior Program Officer, Student Organizations, Campus Rights Advocacy at FIRE, the Foundation for Individual Rights and Expression. Their mission is to defend and sustain the individual rights of all Americans to free speech and free thought. The Pack discusses why every college professor …
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This week the Pack is joined by Nick Reid, a film producer and executive vice president of the Moving Picture Institute a production company and talent incubator that creates high-impact films designed to entertain, inspire, and educate audiences with captivating stories about human freedom. Nick is responsible for fundraising and working on MPI Or…
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This week the Pack is joined by Retired General Paul Kern, who wisely avoids social media. We discuss Russia's military prowess, vital rare earth minerals and the CCP eyeballing Taiwan. General Paul Kern graduated from West Point in 1967 with a Bachelor of Science degree. He holds master’s degrees in civil and mechanical engineering from the Univer…
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This week The Pack is joined by SEC Commissioner Hester M. Peirce (@HesterPeirce on twitter). Commissioner Peirce was appointed to the U.S. Securities and Exchange Commission by the President and was sworn in on January 11, 2018. Prior to joining the SEC, Commissioner Peirce conducted research on the regulation of financial markets at the Mercatus …
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This week the Pack is joined by Dr. Matthew Hamill, a man with 14 letters after his name. We discuss Monkeypox, HIV treatments and other infectious diseases. Dr. Hamill is a UK-trained physician in internal medicine and an expert in sexual health and HIV. He spent 3 years conducting research in Soweto, South Africa. In addition to his primary affil…
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This week The Pack is joined by Michael E. O'Hanlon @MichaelEOHanlon, a Sr. fellow at The Brookings Institution and best-selling author, regarding Russian aggression in the Ukraine, China policy and the future of NATO. The Pack taps into Michael's expertise on Eastern Europe and explores the past, present and future of China's newest vassal state a…
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This week The Pack is joined by someone who has as much knowledge of China and the CCP as we do. Matthew Tye is known by his millions of loyal Youtube followers as Laowhy86 (@laowhy86 on Twitter). Laowhy86 lived in China for 10 years. He and his friend SerpentZA were among the first Youtubers in China to gain popular recognition. They started by fi…
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This week the Pack is joined by Joseph LaVorgna (on Twitter @Lavorgnanomics) who is a Managing Director and Chief Economist for the Americas at Natixis. Joe formerly worked for the White House as a Special Assistant to the President and Chief Economist of the National Economic Council where he was responsible for advising the President and the NEC …
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This week The Pack is joined by cyber supercop Joe Marasco. Joe spent two decades with the FBI where he held several posts focusing on counter-intelligence, cyber-terrorism, human intelligence gathering (HUMINT). This segment is especially relevant now that so much of our lives and prosperity is online, and so many bad actors are out there targetin…
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This week The Pack is joined by retired Special Forces (Green Beret) Master Sergeant Scott Neil, the COO of Horse Soldier Bourbon (on Twitter @HorseSoldierUSA). We talk about his military career and his other endeavors up to his co-founding of Horse Soldier Bourbon. Scott was among the first to deploy after 9/11, and his exploits were featured in t…
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The I Hung Up On Warren Buffett podcast returns this week to cover a special topic with two special guests, already familiar to some of our regular listeners. Our panel today features Prof. Frank Partnoy and Soren Aandahl. Professor Partnory helps to mold future lawyers at Berkeley Law, while Soren is a reformed lawyer turned activist short. Togeth…
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This week The Pack is joined by is author Evan Hughes. (@evanhughes on TWITTER) We dig into Evans's latest creation, talk about some really evil people and some people who got screwed the least of which are the people who Insys Therapeutics killed. It's drugs, death, and strippers. Evan has written for The New York Times Magazine, GQ, New York, The…
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The week the pack is joined by a broadcast legend.... Jordan Harbinger,(@JordanHarbinger on Twitter) often referred to as “The Larry King of Podcasting,” is a former Wall Street lawyer turned interview talk show host, and a communications and social dynamics expert. A native of Detroit (Royal Oaks), and a University of Michigan graduate with a BA &…
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Peter Humphrey, The Man Who Loved China We jump right into the horrifying details of the arrest imprisonment, interrogation, and torture of Peter Humphrey. Sit back have a stiff drink and cancel that trip to the CCP. Peter spent 46 years in business, education, media, investigations, and philanthropy in China. His story is something everyone needs …
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Peter Humphrey, The Man Who Loved China The Pack and Peter go through his history through his imprisonment in a Chinese gulag for the crime of investigating the wrong person. Sit back have a stiff drink and cancel that trip to the CCP. Peter spent 46 years in business, education, media, investigations, and philanthropy in China. His story is someth…
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This week The Pack is thankful for American Hero Matt Eversmann (@EversmannMatt on Twitter). The former Army Ranger was featured in several books and films depicting his time in the Military and was the lead protagonist portrayed by Josh Hartnett in the hit "Black Hawk Down". Matt now writes with James Patterson and helps veterans who are strugglin…
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This week The Pack is joined by returning champion Sam Reynolds (On Twitter @thesamreynolds & @blockworks), a journalist with Blockworks based in Taipei. With Blockworks he covers digital assets and institutional investors in the world’s most exciting economies. Prior to Blockworks, he was an editor with Taipei-based Forkast News, where he covered …
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On this week’s episode, The Pack gets a little weird for Halloween. We are joined by former UK Ministry of Defense Undersecretary in Charge of UFOs, Nick Pope (@nickpopemod on Twitter). Nick Pope ran the British Government’s UFO Project from 1991 to 1994. Among his other duties, he led research on and investigations of UFOs, alien abductions, crop …
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On this week’s episode, The Pack is joined by a former punk-rocker and current Senior Contributing Writer for Institutional Investor magazine. Richard Teitelbaum (@rteitelbaum100 on Twitter) is a journalist and author specializing in the financial markets. Richard is the author of The Most Dangerous Trade: How Short Sellers Uncover Fraud, Keep Mark…
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On this week’s episode, The Pack is joined by Todd Cipperman (@Cipperman on Twitter). Todd is the founding principal of Cipperman Compliance Services (CCS) and author of the book, The Compliance Advantage: Ten Must-Know Trends to Protect Your Investment Firm. We dig into the exciting world of compliance and discuss how many executives try to find t…
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This week The Pack is joined by Aaron Task (@aarontask on Twitter). Aaron is a podcaster and journalist based in New York. He has written articles for Fortune Magazine, Business Insider, Muck Rack, Investment U, and others. He is currently the host of Alpha Trader Podcast for Seeking Alpha. Aaron was the digital editor at Fortune Magazine and the h…
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This week the Pack goes outside the world of finance. We are joined by constitutional scholar and Emeritus Professor of Law at Harvard, Alan Dershowitz (@alandersh on Twitter). Alan speaks freely and comfortably about a little bit of everything, his past, his beliefs, current events, past clients, the scourge of woke-ism and cancel-culture, the rou…
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This week on the podcast the pack visits with Gordon G. Chang. We cover just about every area that China is eating our lunch in from having all our DNA, the future and some say the inevitable fall of Taiwan to the duplicity of US universities and corporations. Sit back have a hot tea and brush up on your Mandarin. Gordon is an attorney, the author …
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This week, The Pack visits with Cory Johnson, @CoryTV on Twitter. Cory is host of the daily Drill Down Podcast, @DrillDownPod, of the BizPod Network Cory illuminates the business behind daily stock movers with in-depth analysis and conducts daily interviews with powerful CEOs and investors. His peripatetic career has seen him in prominent roles as …
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This week, The Pack visits with Dr. Marian Tupy (@HumanProgress on Twitter) of the Cato Institute Educated in South Africa and England, Dr. Tupy is a Senior Fellow at the Cato Institute’s Center for Global Liberty, a contributor to the Financial Times, Wall Street Journal, The Atlantic, the U.K. Spectator, and Foreign Policy, He is a frequent guest…
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This week, The Pack visits with Chris Drose (@bleecker__st on Twitter) of the newly launched activist-short fund, Bleecker Street Capital. Chris published his first short-report in 2014 while he was still in college. He has since been a regular contributor to Seeking Alpha and was the man and mind behind the well-deserved market-based prosecution a…
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This week, The Pack visits with Carol Roth (@caroljsroth on Twitter). Carol is a vociferous advocate for small business. She is also the Creator of the Future File®️ legacy-planning system, a national media personality, billion-dollar dealmaker, brand spokesperson, investor, board member and a bestselling author. Carol takes The Pack though her upc…
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This week, The Pack visits with a friend of the show, Crocker Coulson (@crockercoulson on Twitter). Crocker is the CEO of AUM media and is an award-winning investor-relations and corporate communications advisor for the last two decades. Crocker takes The Pack though his childhood watching avant-garde films, his time at Yale and his encounter with …
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This week, The Pack visits with the great sage Joe Nocera, (@opinion_joe on Twitter). Joe is an award-winning and bestselling author, columnist, investigative journalist, and now podcaster. His latest work, “The Shrink Next Door”, has been turned into a series on Apple TV starring Will Ferrell, Paul Rudd, and Kathryn Hahn. This Pulitzer Prize nomin…
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