On this episode of M&A Diaries, host James speaks with Luke Farren, founder of The Modern Firm, about how accountancy practices can unlock growth and exit opportunities through smarter technology strategy. With firsthand experience of being acquired by Cooper Parry, Luke shares what really matters when it comes to M&A readiness and firm valuation.

✅ Pros and cons of joining a private equity–backed firm

✅ The #1 mistake small firms make with tech (and how to fix it)

✅ How to become “sale ready” — even if you’re not planning to sell

✅ Why most tech stacks are bloated, duplicated, and unprofitable

✅ What a good change management plan looks like post-acquisition

✅ How AI and automation will reshape the accountant’s role forever

Whether you're looking to grow, sell, or simply get your house in order, this episode will help you build a smarter, more valuable firm.

#Accounting #MandA #TechStrategy #FirmGrowth

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