The Firm brings you exclusive, peer-led content designed for accountants and bookkeepers looking to thrive in an evolving industry. Featuring a collection of shows, including 'Statement Brand,' 'M&A Diaries,' and more, our podcast provides in-depth exploration into the technical, leadership, and strategic aspects of accounting today.
From navigating mergers and acquisitions to building a standout firm brand, each episode connects you with the real experts—accountants, industry leaders, and consultants—who share their stories, insights, and practical advice. No fluff, just real, actionable knowledge you can use to shape your practice and stay ahead of emerging trends.
Statement Brand dives into the intersection of branding, marketing, and accounting, helping you build a personal or firm identity that stands out. M&A Diaries takes you behind the scenes of mergers and acquisitions in the accounting world, offering honest discussions on what works, what doesn’t, and how to navigate the complexities of scaling your firm.
Whether you’re a firm owner, a sole practitioner, or just getting started in the field, The Firm is here to democratise industry knowledge, put accountants in the spotlight, and help you take your career to the next level.
Subscribe now and join the conversation that’s reshaping the accounting industry.
Hosted on Acast. See acast.com/privacy for more information.
The Firm brings you exclusive, peer-led content designed for accountants and bookkeepers looking to thrive in an evolving industry. Featuring a collection of shows, including 'Statement Brand,' 'M&A Diaries,' and more, our podcast provides in-depth exploration into the technical, leadership, and strategic aspects of accounting today.
From navigating mergers and acquisitions to building a standout firm brand, each episode connects you with the real experts—accountants, industry leaders, and consultants—who share their stories, insights, and practical advice. No fluff, just real, actionable knowledge you can use to shape your practice and stay ahead of emerging trends.
Statement Brand dives into the intersection of branding, marketing, and accounting, helping you build a personal or firm identity that stands out. M&A Diaries takes you behind the scenes of mergers and acquisitions in the accounting world, offering honest discussions on what works, what doesn’t, and how to navigate the complexities of scaling your firm.
Whether you’re a firm owner, a sole practitioner, or just getting started in the field, The Firm is here to democratise industry knowledge, put accountants in the spotlight, and help you take your career to the next level.
Subscribe now and join the conversation that’s reshaping the accounting industry.
Hosted on Acast. See acast.com/privacy for more information.
In this insightful episode of "M&A Diaries," host James speaks with expert Ashley Rhoden about the crucial strategies for effectively integrating accounting firms during mergers and acquisitions. Discover the essential steps to ensure a smooth transition and maintain client relationships post-acquisition.
✅ Integration starts before the Letter of Intent (LOI).
✅ People and culture are the heart of successful acquisitions.
✅ Align technology and systems to streamline operations.
✅ Proactive communication can alleviate employee concerns.
✅ Establish a clear integration roadmap with a 100-day checklist.
✅ Build trust and rapport with your sellers for smoother transitions.
Join us as Ashley shares her unique insights and experiences that can help firm owners navigate the intricacies of M&A successfully.
#Accounting #MandA #FirmGrowth #IntegrationSuccess
Hosted on Acast. See acast.com/privacy for more information.