
In this episode 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 to structuring deals that truly work, this is a must-watch for firm owners navigating today’s hyper-competitive M&A landscape.✅ When and why to involve a lawyer—before it’s too late ✅ Common legal traps in accountancy firm sales (and how to sidestep them) ✅ Share vs. asset sales explained for non-lawyers ✅ What a shareholder agreement really protects you from ✅ The legal documents you should never overlook ✅ What goes wrong when you rely on accountants for legal structuringWhether you're eyeing your first deal or preparing for private equity, this episode is packed with practical legal insight you can’t afford to miss.#Accounting #MandA #FirmGrowth #LawyerTips Hosted on Acast. See acast.com/privacy for more information.
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.

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

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

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

Julie Wilkinson - Selling Your Accounting Firm? Avoid These 3 Costly Mistakes
Free AI-powered recaps of The Firm and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.