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Shiv Shah - M&A Models for Accounting Firms: Which One’s Right for You?
Season 2 · Episode 4

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

M&A Diaries

The Firm · The Firm

July 8, 20251h 4m

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Show Notes

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.


✅ Discover the pros & cons of 100% exits, roll-ups, and split-equity deals

✅ Why regulatory burden, tech fatigue & succession struggles are driving sales

✅ The cultural missteps that ruin deals—before or after signing

✅ How PE-backed and independent firms are reshaping the mid-market

✅ What younger partners really want from their next chapter

✅ A candid look at TC Group’s unique autonomy-plus-infrastructure model


Whether you’re ready to exit, scale through acquisition, or just want a clearer view of your options, this episode will give you the clarity (and caution) you need.

#Accounting #MandA #SuccessionPlanning #FirmGrowth


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