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M&A Diaries: owners and advisers on buying, selling and merging accounting practices. Search for a guest, or open the archive of earlier shows below.
How To Succeed With M&A Integration Before The Deal Is Done
Host James Gosling 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…
The Secret to Thriving: ETL's Unique Accounting Model Revealed!
Host James Gosling speaks with guest Anthony Casey about the transformative benefits of joining the ETL network for accounting firms in Ireland. Discover how ETL empowers firms to thrive while maintaining their…
How Baker Tilly Grew from $500M to $1.5B
What does it really take to grow an accounting firm from $500M to $1.5B in revenue? of M&A Diaries, host James Gosling speaks with Alan Whitman, former CEO of Baker Tilly, to unpack the strategy, discipline, and…
Selling Your Accounting Firm? Avoid These 3 Costly Mistakes
Thinking of selling your accounting firm? of M&A Diaries, host James Gosling sits down with acquirer and exit strategist Julie Wilkinson to unpack what really makes a firm attractive to buyers — and why so many leave…
M&A Models for Accounting Firms: Which One’s Right for You?
Should you sell your accountancy firm, stay independent, or take investment? of M&A Diaries, host James Gosling sits down with Shiv Shah, Director of M&A at TC Group, to unpack the most popular acquisition models and…
Are You Sale Ready? How Tech Drives Firm Valuations
On this episode of M&A Diaries, host James Gosling speaks with Luke Farren, founder of The Modern Firm, about how accountancy practices can unlock growth and exit opportunities through smarter technology strategy. With…
Scaling Smart: Why Mazuma Buys Firms Others Ignore
Mazuma Co-Founder Lucy Cohen joins James on M&A Diaries to share how she revolutionised accounting with the first-ever subscription model—despite industry pushback, gender bias, and no formal business background. This…
Why Every Accounting M&A Needs a Corporate Lawyer
Of M&A Diaries, James sits down with corporate lawyer Paul Forsyth to break down the legal essentials every accounting firm owner must know before buying, selling, or taking on investment. From avoiding costly mistakes…
Why Accountancy is the New Hotspot for Private Equity
Freddie Bellhouse, co-founder of Ford House, shares his journey from law to investment, delving into why the accountancy sector is a prime target for private equity. He discusses the recurring revenue appeal, lessons…
The impact of private equity on growth
James Gosling hosts a discussion with Scott Heath, CEO of DJH, about the evolving landscape of accountancy and the transformative role of private equity. Scott shares insights from his journey, detailing how DJH scaled…
Succession Planning and Talent Development
James Gosling hosts a conversation with Pippa Miller-Hawkes and Allan Wilson, who share their insights into the challenges and strategies around succession planning in the accounting industry. They discuss the…
The step by step process leading up to a transaction
James Gosling interviews Jonathon Dickens about the intricate process of acquisitions in the M&A space. They walk through each step, from the initial introductory meeting, where trust is built, to the negotiation of the…
Successfully integrating acquired firms
John Holliday, owner of Pocknolls, joins James Gosling to discuss the intricacies of post-completion integration in mergers and acquisitions within the accounting industry. They explore key factors for successful…
UK vs. USA - How does the M&A landscape change?
Allan Koltin and James Gosling dive into the evolving M&A landscape within the accounting profession, examining trends in the US and UK. They discuss the significant influence of private equity, the challenges of…
Market dynamics and opportunities for independent firms
Nikki and Nigel Adams of Ad Valorem join James to discuss the evolving landscape of acquisitions in the accounting industry. They delve into the impact of private equity, the importance of cultural alignment in mergers,…
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Statement Brand Archive 8 episodes
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- Stop Faking It: How Authenticity Builds the Strongest Personal Brands 2024
- Secrets to Winning Clients Without Selling, Tyler Caskey’s Game-Changing Approach 2024
- Breaking barriers, building trust & authenticity 2024
- How Grace Hardy grew her firm on Linkedin, Instagram & Tiktok 2024
- How Rachel Harris Disrupted Accounting with Personal Branding 2024
- The Power Of Showing Up 2024