The Firm

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

The Firm is a business podcast hosted by Unknown Host, with 32 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts The Firm, a business show with 32 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #8

  Ashley Rhoden - How To Succeed With M&A Integration Before The Deal Is Done

  Oct 10, 202537 minS2

  <p>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.</p><br><p>✅ Integration starts before the Letter of Intent (LOI).</p><p>✅ People and culture are the heart of successful acquisitions.</p><p>✅ Align technology and systems to streamline operations.</p><p>✅ Proactive communication can alleviate employee concerns.</p><p>✅ Establish a clear integration roadmap with a 100-day checklist.</p><p>✅ Build trust and rapport with your sellers...

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  Episode #7

  Anthony Casey - The Secret to Thriving: ETL's Unique Accounting Model Revealed!

  Aug 7, 202547 minS2

  <p>In this episode of "M&A Diaries", 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 independence and focuses on client satisfaction.</p><br><p>✅ Learn about Noon Casey's successful journey and the strategic growth of their practice.</p><p>✅ Discover the importance of succession planning and how ETL facilitates smooth transitions.</p><p>✅ Understand the unique model of ETL that prioritises client-focused service.</p><p>✅ Explore the current trends in the Irish accounting market and how firm...

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  Episode #6

  Alan Whitman - How Baker Tilly Grew from $500M to $1.5B

  Jul 8, 202556 minS2

  <p>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.</p><br><p>✅ Why organic growth still trumps acquisitions—and how to reignite it</p><p>✅ How to spot cultural alignment before you sign the deal</p><p>✅ A people-first playbook for post-acquisition integration</p><p>✅ W...

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  Episode #5

  Julie Wilkinson - Selling Your Accounting Firm? Avoid These 3 Costly Mistakes

  Jul 8, 202545 minS2

  <p>Thinking of selling your accounting firm? In this episode of M&A Diaries, host James sits down with acquirer and exit strategist Julie Wilkinson to unpack what really makes a firm attractive to buyers — and why so many leave money on the table. If you're looking to sell, scale, or take investment, this is the blueprint you can't afford to miss.</p><br><p>✅ Why acquirers want an asset, not a job — and how to become one</p><p>✅ The truth about revenue multiples vs. EBITDA in sub-£1M deals</p><p>✅ 3 hidden traps that quietly destroy your valuation</p><p>✅ How...

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  Episode #4

  Shiv Shah - M&A Models for Accounting Firms: Which One’s Right for You?

  Jul 8, 20251h 4mS2

  <p>Should you sell your accountancy firm, stay independent, or take investment? In this episode of M&A Diaries, host James sits down with Shiv Shah, Director of M&A at TC Group, to unpack the most popular acquisition models and the real factors influencing deals in today’s fast-moving market.</p><br><p>✅ Discover the pros & cons of 100% exits, roll-ups, and split-equity deals</p><p>✅ Why regulatory burden, tech fatigue & succession struggles are driving sales</p><p>✅ The cultural missteps that ruin deals—before or after signing</p><p>✅ How PE-backed and independent firms are reshaping the mid-market</p><p>✅ What you...

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