The Firm

The Firm
Podcast Description
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.
Podcast Insights
Content Themes
The podcast covers a range of topics centered around the accounting industry including personal branding, advisory services, mergers and acquisitions, and technological advancements. Episodes like 'Why Accountants Need to Embrace TikTok' discuss modern marketing strategies for accountants, while 'M&A Diaries: The Impact of Private Equity on Growth' explores trends in M&A activity in the accounting sector.

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.
What does it really take to grow an accounting firm from $500M to $1.5B in revenue? In this episode of M&A Diaries, host James speaks with Alan Whitman, former CEO of Baker Tilly, to unpack the strategy, discipline, and cultural clarity that drove their rapid rise. If you’re considering acquisitions, private equity, or scaling your firm beyond a lifestyle business, this is essential listening.
✅ Why organic growth still trumps acquisitions—and how to reignite it
✅ How to spot cultural alignment before you sign the deal
✅ A people-first playbook for post-acquisition integration
✅ What smaller firms can learn from billion-dollar growth journeys
✅ Why “discipline equals freedom” when leading innovation
✅ The honest truth about PE, globalisation, and the future of accounting
Alan doesn’t hold back—sharing battle-tested insights and stories from over 20 M&A deals, including how Baker Tilly evaluated targets, avoided cultural misfires, and built a high-performance firm without losing its soul.
#Accounting #MandA #FirmGrowth #PrivateEquity
Hosted on Acast. See acast.com/privacy for more information.

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