Understanding Private Equity

Our insights and deep relationships with Private Equity will help you evaluate if a non-traditional transaction with private equity is the right option for your CPA firm.

Are you ready to find the best CPA firm to execute your strategic plan?

Specific Private Equity services

We work with Private Equity Firms to help them understand the industry

We help Private Equity Firms get a grasp on the magnitude of the opportunity

We help Private Equity Firms formulate a business model for this marketplace

We create meetings that align with the strategy developed

Bringing Expertise

Whitman Transition Advisors play a crucial role in helping private equity firms acquire or facilitate mergers of CPA firms. WTA brings a wealth of expertise and knowledge to the table, providing private equity groups with comprehensive analysis and insights about potential targets. We not only help our private equity groups develop their strategic plan for the industry, but help them with implementation and execution that will ensure that they align with the best CPA firms. 

Having our experience of working with the top 100 CPA firms combined with completing over 1,000 transactions means we can help ensure a win-win for each firm. Let’s start a conversation about your firm’s next steps.


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Are you ready to explore how to leverage Private Equity to meet your firm’s goals?

Contact Us