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.
On this episode of M&A Diaries, host James speaks with Luke Farren, founder of The Modern Firm, about how accountancy practices can unlock growth and exit opportunities through smarter technology strategy. With firsthand experience of being acquired by Cooper Parry, Luke shares what really matters when it comes to M&A readiness and firm valuation.
✅ Pros and cons of joining a private equity–backed firm
✅ The #1 mistake small firms make with tech (and how to fix it)
✅ How to become “sale ready” — even if you’re not planning to sell
✅ Why most tech stacks are bloated, duplicated, and unprofitable
✅ What a good change management plan looks like post-acquisition
✅ How AI and automation will reshape the accountant’s role forever
Whether you're looking to grow, sell, or simply get your house in order, this episode will help you build a smarter, more valuable firm.
#Accounting #MandA #TechStrategy #FirmGrowth
Hosted on Acast. See acast.com/privacy for more information.