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 structuring
Whether 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
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