Podcast appearances and mentions of brannon poe

What forces are really driving firm sales—and what separates the sellable from the stagnant?Accounting Influencerswith Rob BrownThe great reshuffle in accounting is underway.With three-quarters of the profession approaching retirement age and M&A activity reaching historic highs, many firm owners are asking the same question: What's my practice worth?Brannon Poe, CPA, founder of Poe Group Advisors, joins the Accounting Influencers Podcast to offer a rare, inside look at how deals are being made, what buyers are really looking for, and how firm owners can prepare for a successful exit—whether it's five weeks or five years away.More Rob Brown“Most people come to us with two questions,” says Poe. “How much is my firm worth? And how do I make it more marketable?”The answer, Poe says, isn't found in a formula. It's found in the firm's habits.

To move beyond being a scrappy small firm, you have to change the way you think about a host of things, suggests Brannon Poe of Poe Group Advisors.

Brannon Poe of Poe Group Advisors talks about how the current landscape of acquisition -- particularly the entrance of private equity into the field -- is impacting firms below $10 million.

The Evolution of an Industry in Real TimeIn this episode of the Accountant's Flight Plan Podcast, Brannon Poe is joined by Dan Hood, Editor-in-Chief at Accounting Today, to explore the shifting tides of the accounting industry. From his start as a receptionist to laying out physical newspapers and magazines to leading one of the profession's most respected publications, Dan shares his unique vantage point on the industry's past, present, and rapidly approaching future.AI Is Here—But We're Just Getting StartedDan and Brannon dive into the transformative role artificial intelligence is beginning to play in accounting. While the AI boom is still in its infancy, the industry is already seeing an influx of capital and enthusiasm for automation, agentic AI systems, and data-driven insight. Dan emphasizes the importance of starting small—testing tools, cleaning data, and learning to interact with AI—to position CPA firms for long-term impact and return on investment.Dan Hood is Editor-in-Chief at Accounting Today, where he's spent decades covering the accounting profession's biggest trends, challenges, and opportunities. You can connect with Dan via LinkedIn or visit AccountingToday.com to explore more of his work.Timestamps:00:42 – Introduction of Dan Hood, Editor-in-Chief at Accounting Today 01:50 – Dan's career journey from receptionist to editor 04:22 – AI's growing impact on accounting and data usage 11:20 – Starting small with AI: how to learn and scale 16:05 – Scaling your firm: "What got you here won't get you there" 21:50 – The shift in revenue per employee as firms grow 24:20 – Letting go to grow: moving toward zero billable hours 26:10 – Advisory services, PE firms, and new ownership models 29:30 – The challenges of the traditional partnership model 32:00 – Wedding story: accountants aren't boring! 34:48 – Book rec: Say Nothing 39:03 – Closing thoughts and where to connect with Dan

A Shifting ProfessionThe accounting profession is evolving, and Seth Fineberg has had a front-row seat to these shifts. A seasoned journalist who found his niche covering the accounting industry, Seth brings a unique perspective on how the field has transformed—and where it's headed next. In this episode of The Accountant's Flight Plan, Brannon Poe sits down with Seth to discuss the modernization of accounting firms, the talent shortage, and why more professionals are rethinking the traditional firm model.The Divide Between Tradition and InnovationAccording to Seth, with over 1.4 million accountants in the U.S., the industry is divided when it comes to change. Seth estimates that roughly 55-60% of professionals are adapting to a modern approach, others still resist shifting away from legacy structures. The pandemic and ongoing talent shortages have forced many firms to rethink their operations, prioritizing value over volume. Seth shares insights into how firms are transitioning into more advisory-driven roles, integrating wealth management services, and leveraging AI to automate routine tasks—all while maintaining the essential human element of accounting.Embracing the FutureAs the conversation wraps up, Seth reflects on the bigger picture—how accountants can embrace change, stay positive, and focus on what they can control. With the industry on the brink of major transformation, those who adapt will find themselves at the forefront of a more dynamic, engaging profession. Tune in to hear why the future of accounting is filled with opportunity, and how the right mindset can help you navigate it.If this conversation inspires you to start improving your practice, check out Accounting Practice Academy. We have a workshop that focuses on improving your cashflow to above 50% and reducing your owner hours to under 2,000 annually.  Timestamps:1:25 - Introduction of Seth and his path to working as a journalist in the accounting industry.8:27 - How the younger generation of accountants is finding more balance.18:22 - The talent shortage and how it combined with the pandemic pushed the industry to modernize.22:10 - the innovative suture of the accounting profession.37:00 - Funny story about karaoke at the Engage conference45:44 - Book recommendations and closing off: The World We Make by N.K. Jemisin: https://www.amazon.com/World-We-Make-Novel-Cities-ebook/dp/B09TZXTJD5 

This week, we're celebrating a special occasion on The Accountant's Flight Plan Podcast! In honor of Brannon Poe's birthday, we flipped the script—our Marketing Director, Bailey Ball (who also happens to be Brannon's daughter), took over the mic to interview him. Their conversation takes us on a journey from the earliest days of our company, when Bailey was in elementary school, to the thriving 20+ person team we have today.Time Stamps:3:20 - The early days of the company and how it grew into what it is now8:30 - Working with family - the pros and cons13:40 - Advice for hiring family members21:00 - Major changes in the accounting industry – Technology, Private Equity and Remote work28:40 - What can we do as M&A to help sellers and buyers make good choices34:22 - Advice for listeners35:42 - Brannon's most outlandish deal experience 39:26 - Wrapping Up & book reccomendations: Walter Isaacson's biographies [https://www.amazon.com/stores/Walter-Isaacson/author/B000APFLB8?ref=ap_rdr&isDramIntegrated=true&shoppingPortalEnabled=true# ].

Reaching 100 episodes is no small feat, and The Accountant's Flight Plan Podcast has officially hit that milestone! To mark the occasion, Ian Brennan (Creative Director at Poe Group Advisors)  takes on the role of guest host to turn the microphone on Brannon Poe, CPA, the mastermind behind the podcast.This 100th episode isn't just a celebration; it's a heartfelt reflection on the mission and purpose that have driven Brannon to serve the accounting industry for over 20 years. Whether you're a long-time listener or tuning in for the first time, this episode is a testament to the power of guidance, growth, and the pursuit of building a practice you truly love.In this special episode, Brannon reflects on his journey of serving the accounting industry and helping CPAs build firms they love. He shares the story of how he began selling accounting firms, a pivotal career shift that laid the foundation for everything that followed. Over two decades later, Brannon has gained incredible insights from his work in mergers, acquisitions, and firm development, all of which he discusses with Ian.Listeners get a behind-the-scenes look at the inspiration behind Accounting Practice Academy [https://poegroupadvisors.com/accounting-practice-academy/ ], a program designed to guide accountants toward firm growth and success. Brannon and Ian also delve into the growing interest of private equity in the accounting profession and its implications for CPA firm owners.The episode uncovers the origin story of The Accountant's Flight Plan Podcast, exploring how Brannon turned his vision into a platform that delivers actionable insights to CPAs worldwide. He shares the lessons he's learned about growing a business, likening it to “a series of letting go,” and offers thoughtful advice to the accounting profession about navigating change and seizing opportunities.To wrap things up, Ian fires off rapid-fire questions, prompting Brannon to share his favorite books, including The Five Dysfunctions of a Team [https://a.co/d/9Runb7T ] and Walter Isaacson's inspiring biographies [https://www.amazon.com/stores/Walter-Isaacson/author/B000APFLB8?ref=ap_rdr&isDramIntegrated=true&shoppingPortalEnabled=true# ].Thank you for being part of this journey—here's to the next 100 episodes and beyond!Time stamps: 0:55 - How Brannon started selling accounting firms9:22 - What Brannon has learned from his time in the mergers and acquisitions business21:09 - The inspiration for Accounting Practice Academy26:08 - The reasons behind private equity's interest in the accounting profession33:47 - The origin story of the Accountant Flight Plan podcast40:31 - Growing a business and letting go45:08 - Advice to the accounting profession47:10 - Rapid-fire questions and wrap-up

In this insightful episode, Rob Brown delves into the world of accounting firm valuations and sales with Brannon Poe. They discuss the current trend of consolidation within the industry, driven by the influx of private equity money and the large number of accounting professionals nearing retirement age.Brannon shares his expertise on the key factors that make an accounting practice valuable and sellable, including profitability, owner hours, location, and specialization.The conversation explores the various types of buyers for accounting firms, such as individual buyers, private equity firms, and strategic acquisitions by other firms. Brannon emphasizes the importance of understanding a buyer's motivations and ensuring a good fit, as selling a firm involves more than just financial considerations – it's about preserving client relationships and taking care of staff.In addition, he also offers practical advice for firm owners looking to maximize their firm's value before a sale, including purging unprofitable clients, raising prices, and focusing on specific service lines. He encourages accountants with an entrepreneurial spirit to consider starting their own niche boutique firm, as it can provide greater control over building a sellable asset.Key Takeaways:Location, profitability, and owner hours are crucial factors in determining an accounting firm's value and saleability.Specialization and avoiding being a generalist firm increase efficiency and profitability, making a firm more attractive to buyers.Understanding the motivations and fit of potential buyers (individual, private equity, or strategic acquisition) is essential for a successful sale.Purging unprofitable clients, raising prices, and focusing on specific service lines can significantly increase a firm's value before a sale.Starting a niche boutique firm can be a viable option for entrepreneurial accountants, allowing them to build a sellable asset tailored to their vision.Quotes:"If you've got low owner hours and high profitability, you're going to command a more premium price for your firm, and it's probably going to sell faster." - Brannon Poe"If you're wired a certain way, you're going to do (DO WHAT?)it anyway. So just go ahead and do it sooner rather than later." - Brannon PoeView this episode in video on YouTube here:https://youtu.be/MZwyyxsbkUs◣━━━━━━━━━━━━━━━━━━━━◢The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events◣━━━━━━━━━━━━━━━━━━━━◢Thanks to our sponsors:ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.comACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.ukIf you'd like to sponsor the show and elevate your brand with our audience, reach out to...

Welcome to the episode of Scaling Secrets Podcast! In this engaging episode, Brannon Poe, founder of Poe Group Advisors and the Accounting Practice Academy, shares invaluable insights on how CPAs can transform their practices and achieve sustainable growth.

Brannon was a guest on Blake Oliver's The Accounting Podcast–a very special episode that we are sharing with you now. Blake interviewed Brannon on the key factors that go into assessing the valuation of a CPA firm, the differences between valuation on virtual firms and why cashflow to owner is key. 

The less you do, the more someone will want your firm.The DisruptorsFrom the CPA Trendlines networkWith Liz Farr After helping people buy and sell accounting firms for years, Brannon Poe realized he had a treasure trove of valuable information that could help firm owners who were “motivated to change their practices for the better.” He's leveraged those insights into a coaching program for accountants and several books. Program Notes: Dive deeper into this episode and browse the complete network of CPA Trendlines podcasts, webinars and programs here.

How can you most effectively price and package your offerings to optimize staff retention and client satisfaction?Matt Kanas, Managing Director at Ignition has dubbed 2024 the year of change in the accounting industry. We discussed what this change looks like and what the implications of it are for CPA firm owners. With his unique perspective servicing CPA firms from within the tech industry–this made for an exciting conversation.

Brannon Poe is the author of "The Unplugged Vacation," and founder of Poe Group Advisors and Accounting Practice Academy. Rob Brown and Brannon Poe delve into the often-overlooked challenges accountants face in managing their time and achieving work-life balance. Brannon, sheds light on the realities of the accounting profession, where the relentless demands of clients and the struggle to maintain boundaries can lead to burnout and dissatisfaction.Brannon's book, "The Unplugged Vacation," serves as a guide for accountants to reclaim control over their time and learn the art of truly disconnecting from work during vacations. Through personal anecdotes and insights, he underscores the importance of setting boundaries, purging underperforming clients, and implementing value-based pricing to create a sustainable and fulfilling practice.The conversation explores the challenges accountants face in saying "no" to clients, leading to unfocused and overextended practices. Brannon emphasizes the importance of firm culture, work-life balance, and the need for accountants to break free from the billable hour mindset, which can perpetuate the cycle of overwork and undervaluation.Key Takeaways:Accountants often struggle with time management, staff shortages, and an inability to let go of work, leading to burnout and dissatisfaction.Setting boundaries, purging underperforming clients, and implementing value-based pricing are crucial steps to creating a sustainable and fulfilling practice.Taking a truly unplugged vacation requires advance preparation, team readiness, and acceptance that some balls may drop during the absence.Firm culture, work-life balance, and moving away from the billable hour mindset are essential for attracting and retaining top talent in the accounting profession.Booking a vacation and committing to being unplugged is an actionable step accountants can take to recalibrate their priorities and improve their overall well-being.Quotes: "You don't like your practice, keep raising your prices until you do." - Brannon Poe"If you're equating your time to money, well, there's probably one of the first problems you got to solve." - Brannon PoeView this episode in video on YouTube here:https://youtu.be/LIP3OXh_yEk◣━━━━━━━━━━━━━━━━━━━━◢The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events◣━━━━━━━━━━━━━━━━━━━━◢Thanks to our sponsors:ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.comACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.ukIf you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

I get an update from Brannon Poe, CPA, on the marketplace, what's driving multiples, and how P/E is impacting the space. We also discuss strategies and considerations for selling to an internal staff member. …Hey CPA firm owner, glad you found the podcast. If you feel like you've become trapped by your own accounting firm, you're fed up PiTB clients who get you their stuff late, don't appreciate the value you provide, and complain to you when you don't turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribeReaders say they love it because they're short and on point.…OTHER EPISODES WITH BRANNON POE162 - How to Sell a CPA Firm for Optimal Price with Brannon Poe199 - Selling Cloud-based vs Traditional CPA Firms with Brannon Poe246 - How to Improve Sale Multiples with Brannon PoeWant to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:STOP WORKING WEEKENDSA free five-day email course to teach you how to get your hours down without giving up revenue. https://geraldinecarter.com/stop-working-weekendsDOWN TO 40 HOURS – THE BOOKA Roadmap for CPAs to End Overworking Without Losing Revenuegeraldinecarter.com/book$9.99GET LOTS OF ANSWERS FASTFor the solo CPA with a bunch of rapid-fire questions they want answers to, like:How high can I go on prices without sending my clients running?What do you think of my niche?How do I upsell my legacy clients?What's the script for talking to prospects about higher-level and Advisory services?What do I put in my tiered packages?Book a single strategy call with me, to get answers to questions like these and more. It's covered by my 100% satisfaction guarantee. If at the end of the call, you don't feel like it was worth it, just say the word and I‘ll refund your purchase in full. geraldinecarter.com/call$495DOWN TO 40 HOURS CPA MASTERMINDFor the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:Get guidance on increasing prices without overdoing it or underdoing itDisengage problem clients at a pace you're comfortable withCreate packages while knowing how to navigate scope creepFocus on your client niche without feeling like you're jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountabilityMake more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$9500

Blake Oliver sits down with Brannon Poe of Poe Group Advisors to discuss the differences between traditional and subscription-based virtual accounting firms. Brannon shares his expertise on firm valuation, revealing that factors like cash flow to owner and owner hours play a significant role in determining a firm's value. He also emphasizes the importance of pricing strategies, noting that implementing value pricing and subscription models can dramatically improve a firm's profitability and overall value. Throughout the conversation, Brannon provides valuable insights and real-world examples to help firm owners maximize their firm's value in preparation for a potential sale.Meet Our Guest, Brannon PoeLinkedIn: https://www.linkedin.com/company/poe-group-advisors/Twitter: https://twitter.com/poegroupadvisorFacebook: https://www.facebook.com/PoeGroupAdvisors/Instagram: https://www.instagram.com/poegroup/Learn more about Poe Group AdvisorsWebsite: https://poegroupadvisors.com/Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

In the new episode of Thrivecast, Jason Blumer and Brannon Poe dive deep into the world of buying and selling businesses, exploring the frustrations buyers face when sellers decide not to sell. They also discuss the efforts made to ensure that sellers are truly ready to sell and the support offered to help them prepare their practice. Brannon shares insights on gathering crucial information through inquiry and tax returns, highlighting what exactly gets added back in the process. He'll uncover the challenges faced by traditional firms with overworked owners who are resistant to change and stuck in their ways. But it's not all about the obstacles - Jason and Brannon also uncover the strategies employed by progressive firms that are thriving in today's market. From the risks involved in earnouts to the importance of buyer motivation in maintaining the practice, they leave no stone unturned. But the focus of this episode isn't just limited to the world of accounting firms. They also explore the shifting landscape of retirement and succession planning and the importance of building teams that can operate without the owner. Jason and Brannon uncover the common mistakes made by baby boomers and how the game is changing for future generations. Listen in on the discussion of the crucial role of accountants specializing in areas like margin analysis, cost structure, and pricing services. Jason and Brannon share a specific example of someone who needs assistance in these aspects and how they can find the right accountant. Brannon sheds light on the different levels of growth for accounting firms and the factors that contribute to their value growth. Jason and Brannon will discuss the options firms have - focusing on higher-level advisory work or automation and specialization - and the importance of finding the right niche. Get ready for lots of knowledge and insights in the newest episode of Thrivecast!

Brannon is the founder of Poe Group Advisors & Accounting Practice Academy. He is also a returning guest on the show! Poe Group Advisors is based out of Charleston, SC. The group is known for their processes surrounding facilitating the buying and selling of CPA firms. We enjoy an annual conversation with Brannon about M&A and his expertise in the buyers and sellers market of accounting firms. Join us for the 2023 version as we talk with Brannon on how he sees the market reacting to a post-COVID era and trends associated with the world we all live in today.

Book a strategy call with Geraldine today!https://geraldinecarter.com/call*Want one piece of business strategy delivered daily to your inbox?*Subscribe here: geraldinecarter.com/subscribeHow can CPA businesses make themselves more attractive to potential buyers and command a higher sale price?Brannon Poe offers tips for improving sale multiples for CPA businesses.Brannon is a CPA and is the founder of Poe Group Advisors, a brokerage business focused solely on accounting and CPA firms. Highlights:— ”In the landscape of buying and selling of accounting firms, the biggest change is the increase in the focus on the quality of staff in acquisitions. Because quality staff are scarce.”— ”There's increasing comfort and demand with virtual firms. We are seeing multiples increase as banks are getting more comfortable with those firms.”— ”If you want to sell in three to five years, it's smart to get an understanding of how much the practice is worth.” — ”If I had to give one piece of advice to a firm owner who was thinking of selling in three to five years, it would be to focus on pricing.”Connect with Brannon:Website: https://poegroupadvisors.com/Brannon's new book: Prepare Your CPA Firm for A Salehttps://poegroupadvisors.com/prepare/Previous episodes with Brannon:162 How to Sell a CPA Firm for Optimal Price with Brannon Poehttps://www.businessstrategyforcpas.com/162199 Selling Cloud-based vs Traditional CPA Firms with Brannon Poehttps://www.businessstrategyforcpas.com/199

Welcome to 'Building the Premier Accounting Firm' podcast with your host Roger Knecht. In this episode, Roger chats with Brannon Poe, an accomplished accountant, and entrepreneur with over 20 years of experience in the industry. Brannon takes us on his journey, sharing what drew him to accounting, how he started his company, and the valuable lessons he learned along the way. He shares his expertise on the factors that make a firm valuable for selling or buying and the most important thing to consider while evaluating a business to buy, such as the client list, operating procedures, or culture of the company. Brannon also discusses his take on businesses acquiring other businesses that offer different but complementary services and shares his advice for both the seller and the buyer. He delves into how to approach valuation when planning to buy a business and shares his thoughts on virtual firms and how attractive or unattractive they are to buyers. Tune in to this episode of 'Building the Premier Accounting Firm' for all this and more, and learn from the expertise of one of the industry's most successful and experienced professionals! Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Brannon Poe Poe Group Advisors (PGA) was founded by Brannon Poe, CPA. Brannon has been brokering Accounting Firms for 20 years. He got his start as a CPA at Ernst and Young. In 2003 he began facilitating accounting firm sales on the East Coast of the U.S. Now, PGA has helped facilitate hundreds of transitions all over the U.S and Canada.  PGA creates content, including the Accountant's flight plan podcast, that helps firm owners buy, sell and grow their business. Poe Group Advisors' nationally recognized brand and content means they have thousands of qualified buyers in their database. The PGA sales process ensures favorable deals, compatible buyer/seller matching and a quick, guided transition. PGA helps sellers exit with cash and buyers enjoy a compatible firm with high client and employee retention.   Brannon is a thought leader and author of several books within the accounting space, creating content that has been published by the AICPA and CPA Canada. In 2019 Brannon began Accounting Practice Academy™, a virtual workshop that helps accounting firm owners make more, work less and have fun while doing it. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Steven Covey encourages us to “begin with the end in mind” so take the time to work on your business following the proven Turnkey Business Plan for accounting professionals.  This hour-long training is exactly what you need to build the premier accounting, bookkeeping, tax business in your area. Robert Siegfried, CPA is the CEO and Founder of The Siegfriend Group – a leading, national CPA firm. A longtime colleague and friend of Brannon's, Rob grew his practice from a startup firm to one with over $100 million in revenue while maintaining primary control. He's shared his methods with us and we want to share them with you. - Get the Firm Growth Guide Now Now you're ready to receive your “Business Score” with an initial valuation of your company.  See how the 8 drivers that determine the value of a business apply to your company and what can be done to remove any risks that currently exist.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

Join us this Wednesday for a new episode where Roger discusses the dos and don'ts of buying and selling businesses with Brannon Poe.

In this inspiring podcast interview, we sit down with Brannon Poe, a highly successful entrepreneur and accounting expert with over two decades of experience in the industry. As the founder of Poe Group Advisors, Brannon has helped numerous accounting professionals achieve their business goals and realize their full potential. In addition, he is the author of two popular books on accounting, "Accountant's Flight Plan" and "On Your Own!: How to Start Your Own CPA Firm," which have become go-to resources for aspiring and established accounting professionals alike. Join us as we discuss Brannon's journey to success, the lessons he has learned along the way, and his expert insights into the world of accounting and entrepreneurship. From starting your own accounting firm to navigating the challenges of running a successful business, Brannon shares valuable tips and strategies to help you achieve your goals and thrive in your career. Whether you're a seasoned accounting professional or just starting out, this podcast is a must-listen for anyone seeking to take their career to the next level. So, tune in now and discover the secrets to success in accounting and entrepreneurship with Brannon Poe!

“Ideally, we like to work with clients three to five years before they sell. A lot of times people come to me, and they say, ‘How much is my practice worth?' I give them my understanding of that value. And if they don't like that value, then they've got time to work on that because sometimes owners need to get their practice in a better position so they could sell for a better price.” - Brandon PoeThe finer details of this episode:Pruning for growth Getting your firm ready to sell Understanding the benefits of a broker when planning your exit   Episode resources:Summit CPA website – www.summitcpa.netEmail us with questions – cpa@summitcpa.netAccounting Practice Sales – Buy or Sell | Poe Group Advisors 

A lot of CPAs have had enough, and are looking to sell off parts or all of their business. They have options when it comes to selling. And the farther ahead they plan, the better deal they'll create for themselves. Here today to talk with me about what he sees happening right now in the buying and selling of CPA firms is my guest Brannon Poe, owner of Poe Group Advisors. Highlights: — “Firms that have a large number of personal tax, not associated with a business, tend to have higher staff turnover, higher tax season hours, lower cash flow to owner.” — “Staffing is changing the accounting profession faster than anything. Because of staffing changes, people are having to make difficult pruning decisions.” — “Accounting firms are the slowest to change models. The cloud firm space, however, is definitely growing fast.” — “If traditional firms don't keep up with the innovation, they're going to lose clients to innovative cloud firms.” — “The full cloud firms sell for a higher multiple and they tend to sell faster.”   ***Want one piece of business strategy delivered daily to your inbox?*** Subscribe here: https://www.geraldinecarter.com/subscribe-main-list Connect with BRANNON: Website: https://poegroupadvisors.com/ Virtual Workshop: http://accountingpracticeacademy.com   Episode mentions: 162 How to Sell a CPA Firm for Optimal Price with Brannon Poe https://businessstrategyforcpas.com/162 Book mentions: Scaling Up: How a Few Companies Make It... and Why the Rest Don't by Verne Harnish https://scalingup.com/book/  

Denise Dettingmeijer, CFO of Randstad North America, is part of a panel discussion at AICPA & CIMA ENGAGE in June in Las Vegas. In this podcast episode, she previews the theme of that session and explains why having fellow CFOs “along the same part of the journey” is helpful. Dettingmeijer also shares advice on how professionals can get the most out of attending a conference. Also, here are links to other JofA coverage mentioned in the episode: Paul Bonner's coverage of progress reported in Treasury's equity action plan. Brannon Poe, CPA, on why converting to the cloud has advantages related to a firm's exit strategy.

Season 2 Episode 14 | Recorded January 3, 2022 Shout out to our sponsors; Clockwork.ai and Botkeeper Alright, alright, alright ... This week, we're talking to the Matthew McConaughey of Accounting, it's Byron Patrick, CPA. Byron's career started with a cool-ass high-school accounting teacher shout out to HeimLantz CPA, F. Carter Heim and Thomas J. Lantz Byron has branded himself, literally, with a CPA tattoo You can't talk about the Maryland Association of CPAs without talking about Tom Hood, and the AICPA, and Kimberly Ellison-Taylor and Anoop N. Mehta, CPA, CGMA Shout out to all of our listeners in Washington, VA ... we love you. Hiring TIP – It's not the question; it's the person answering it! The benefits of hanging out in the hallway (or being an industry rat) Simplified Innovations was the Citrix partner of the year; as Byron puts it, a Great f&%king company, but bad biz partner decision Woulda, shoulda, coulda – the things Byron would do differently with a second chance... and The Botkeeper experience, Shout out to Jody Padar, and Enrico Palmerino! and all the rest of the apps and people shout outs; Scott Scharf, Spark Hire, CCH ProSystem, Lacerte, QuickBooks, Right Networks, Brannon Poe, Liz Mason, Xero, Relay, Pilot, Bill.com, Expensify, FloQast Studios, PBC, Twyla Verhelst, Ed Mendlowitz, Gusto, FieldGuide, Jin Chang, and Marc Montpas --- Send in a voice message: https://anchor.fm/sonsofcpas/message

The Disruptors: Brannon PoeA Special Series with Liz Farr for CPA TrendlinesBrannon Poe is the founder of Poe Group Advisors and the creator of Accounting Practice Academy. He began facilitating successful accounting practice transitions in 2003. Today he is pioneering a consulting-based approach to transitioning accounting firms, culminating in Poe Group Advisors' proprietary process for a “seamless “succession.”In this episode, Poe tells CPA Trendlines: Firm culture is not just a lofty concept but also a key to attracting fantastic talent.  Delegation is the cornerstone of firm culture.  Value pricing requires a mindset shift before it can be implemented. Switch off the mindset that equates time with money and shift to a focus on what's valuable to the client. Value pricing is not just a model for better profitability but a model for better client service. Before growth can happen, several things must happen first. Focus on delivering value to the client, be intentional about the clients you serve and the kind of work you're doing, have good relationships with clients, and you need capacity. Accountants need a more entrepreneurial mindset. Try setting up a sandbox where you can experiment. Try rolling out changes to a subset of your clients before doing it for everyone. Accountants should stop accepting the status quo. Test your assumptions. For example, does tax season have to be brutal? Some firms have proven otherwise. Firms need a better foundation of the fundamentals of business. What in accounting is never going to change? Businesspeople will always want insights, tax planning advice, and good service. Those fundamentals won't change, but they get forgotten and don't get practiced.  

Brannon Poe is the founder of Poe Group Advisors and has been facilitating successful accounting practice transitions throughout the US and Canada since 2003. He is also the creator of Accounting Practice Academy which is a virtual practice management workshop. Brannon is the author of the Accounting Practice Insights Blog and hosts the Accountant's Flight Plan” podcast with other top thought-leaders in the accounting profession. Brannon is an E&Y alumnus and has worked with some of the most successful and seasoned CPAs in the industry and has been privy to the behind-the-scenes methods that these clients have used to build highly profitable practices along with capable and independent teams. Brannon has authored multiple books, including The Unplugged Vacation,  Accountant's Flight Plan – Best Practices for Today's Firms (published by both the AICPA and CPA Canada) and On Your Own: How to Start Your Own CPA Firm, Second Edition (published by the AICPA). Brannon is passionate about entrepreneurship and is the current President of EO Charleston (Entrepreneur's Organization). Where to Find Brannon Poe Website: https://poegroupadvisors.com/ (https://poegroupadvisors.com/) Instagram: https://www.instagram.com/poegroup/ (poegroup) Facebook: https://www.facebook.com/PoeGroupAdvisors/ (Poe Group Advisors) Twitter: https://twitter.com/poegroupadvisor (@PoeGroupAdvisor) LinkedIn: https://www.linkedin.com/company/poe-group-advisors/ (Poe Group Advisors) Youtube: https://www.youtube.com/channel/UCYmnbnukz_b9f-Y9PW0sksw (Poe Group Advisors) SPONSOR This episode is sponsored by http://www.entireproductions.com/ (Entire Productions)- Creating events (both in-person and virtual) that don't suck! and http://www.entireproductionsmarketing.com/ (Entire Productions Marketing)- carefully curated premium gifting and branded promo items.  PLEASE RATE, REVIEW, & SUBSCRIBE on APPLE PODCASTS “I love Natasha and the Fascinating Entrepreneurs Podcast!”

Great KPIs…Time, Money, and Happiness (feat. Brannon Poe, CPA) Episode #033 Brannon Poe, CPA | Founder Poe Group Advisors Charleston, SC 2 working with toxic fathers and sons ***shout out to our sponsor TaxBandits*** 7 how did you get started selling CPA practices ***shout out to Howard Holmes*** 10 Scott philosophizes on being his own boss and letting go… 11 starting a business vs scaling a business 12 do you really want to let go of the work? there's no shame in doing highly specialized quality work… basically, before you go changing everything, ask yourself do you want to scale or not? 13 a firm owner's systematic approach to scaling 14 abdicating vs delegating 15 setting up a process for hiring 16 email management and breaking down a process to delegate emails 18 the steps to making a great process at the firm 19 what are the potential buyers looking for when purchasing an Accounting Firm? 20 what does freedom mean to you? 21 from finding and pricing really good clients to finding and keeping really good teams 22 fighting perfection in your firm and not holding yourself back 25 being buoyant and prepared to make another mistake and fighting our perfectionistic tendencies 26 the market is HOT for cloud based firms… cloud up! 27 in an industry fraught with money and inertia 29 explain how a CPA firm is valued 31 if you wanna buy a CPA firm SBA has some great 10-year acquisition loans 32 if you're going to sell your practice in 3 years, what are the things you should do to increase the value of your firm? 34 small firms get focused, look at your service lines and profit margins… let's all stop chasing top line only 35 the importance of getting the pricing figured out in your practice ***shout out to our sponsor Relay Financial*** 39 so why did you start Accounting Practice Academy? ***shout out to accountingpracticeacademy.com*** 40 how I wrote this: Accountant's Flight Plan https://www.amazon.com/Accountants-Flight-Plan-Practices-Todays/dp/061538935X 43 launching Accounting Practice Academy at the height of the pandemic ***shout out to Ian Brennan*** 45 we should be teaching our teams the bigger picture on how to run an accounting practice 46 you've given us a lot of advice here, sum it all up into one thing… 47 the Poe Prophesy… a diamond shaped firm 48 teaching Ackerman how to value his work and price it appropriately ***shout out to EO*** 50 I don't think we realize how many of our clients are operating in the dark… we need to spend more time helping them understand their numbers, more conversations with clients, and more client interaction… and charging appropriately for this highly valued work! 51 Brannon has a free book called The Unplugged Vacation go to www/accountingpracticeacademy.com/resources …and shout out to the accountant's flight plan podcast… I don't know why we didn't talk about this once, on our podcast… maybe next time we have Brannon on --- Send in a voice message: https://anchor.fm/sonsofcpas/message

Even though you might not have selling your firm on your mind, building it AS IF you were going to sell it, even if you're not, is a good business strategy, and will improve the value of what you build.  Here today to talk with me about what he sees improving the value of CPA firms is my guest, Brannon Poe, owner of Poe Group Advisors. Brannon began facilitating successful accounting practice transitions in 2003. He pioneered a consulting-based approach to transitioning accounting firms, which has culminated in Poe Group Advisors' unique process – The Seamless Succession™.   Highlights: — “COVID has accelerated things that were already happening in the accounting profession. You have a trend that began a while ago to go towards more virtual offerings and more specialization in the cloud.” — “When you have a more specialist firm, you tend to have a more profitable firm.” — “If you're building something that people want, then you're going to build something that you would want as well.  — “Generally, client retention is a function of service and price. If the clients feel like they're getting value and they're getting good service, they're not going to go anywhere.” — “Planning is not a waste of time. You make more money in the time that you spend planning your own business than executing. Planning changes everything.”  Connect with Brannon: Website: https://poegroupadvisors.com/ E-book: The Unplugged Vacation: How Accounting Firm Owners Can Take A Proper Holiday Without Checking Emails https://poegroupadvisors.com/unplugged/ Want to find out what options you might have for working together? More about 1:1 coaching, roadmaps, and DIY courses here: https://shethinksbigcoaching.com/coaching-options  

Lizz Farr and Brannon Poe meet to discuss how CPA firms should start thinking of automation as an asset instead of a threat. 

Founded in the beautiful and historic city of Charleston, SC, Poe Group Advisors is the premier accounting practice intermediary firm in the industry. With practices located throughout the U.S. and Canada, the company is known for its seamless process approach to facilitating the buying and selling of CPA firms.

Today on Podcasting Stories, we're talking with Brannon Poe, Founder, and CEO of Poe Group Advisors. Brannon has an interesting story. A former CPA himself, he's had a podcast, the Accountant's Flight Plan Podcast, that focuses on Accounting practice sales, mergers, acquisitions, and management for 8-years. We talked about how the show supports his business of helping CPA firm owners who want to buy, sell, or improve their business. This is a great show both to learn from his experience podcasting and the comparison of real business impact we've seen, both having a show that introduces people to the way we work and how we can help. We describe having a podcast as a superpower that amplifies how potential clients get to know, like, and trust you. There are some great tips here. LINKSShow Notes TranscriptBe a Guest About YourPodcast.team About Poe Group Advisors About the Accountant's Flight Plan Podcast GUEST Brannon PoeAbout Brannon Special Guest: Brannon Poe.

CPA firms are often more productive and profitable when owners work less, according to Brannon Poe, CPA, owner of Poe Group Advisors in Charleston, S.C. In this podcast episode, Poe, who has more than 15 years of experience buying and selling CPA firms, explains how delegating work can free owners to focus on what matters most. He also gives advice for determining which work you should delegate and how to do so with fewer worries.

Julio Gonzalez, the founder of Engineered Tax Services, joined us from Florida for this episode of Where Accountants Go, the Accounting Careers Podcast. We find our guests for the show from many sources, but in this case we just noticed some intriguing content online and decided to delve deeper and find out more.  Julio Gonzalez' early career took him into the specialized tax field, and that opportunity and knowledge base eventually led to him starting his own specialty practice and building it into an organization of several hundred people.  Engineered Tax Services now helps accounting firms and their clients in the areas of cost segregation, R&D tax credits, energy credits, and much more.  In addition, the company also has other offerings focused on helping the CPA firms they work with improve various aspects of their own practices. If building a niche specialty interests you, or simply building a complex organization over time is something you aspire to do, this episode will be of great value.  We were fortunate that Julio spent the time to record this.  I'm sure you will enjoy the episode. For information on Julio's company, visit Engineered Tax Services | Where Engineering & Accounting Come Together. For other episodes you will enjoy, check out:  Brannon Poe and Chris Rosas To listen in on this interview with Julio Gonzalez of Engineered Tax Services, please use the player below:

Bill Von Fumetti, a CPA and the owner of Booming Bookkeeping Business, joined us for this special “2nd-career” edition of Where Accountants Go, the Accounting Careers Podcast. Had we not already decided to call these our “2nd career” series, we would probably have to do something different since accounting was Bill's 4th or 5th career choice depending on how you count them!  Bill worked in many different areas before finally landing on accounting as his career of choice.  He started out in database development actually, then moved on into an entrepreneurial calendar production business, then to a role as a personal/business assistant, and then he even managed a gym!  All along the way though he realized the importance of understanding accounting and business, and that is ultimately what led him to decide that accounting would be an excellent way to settle down with a long-term fruitful career. Fast forward to today and Bill operates his own practice, and also helps other accountants and bookkeepers attract the clients they want through his Booming Bookkeeping Business company.  If you want to learn more about that, please make sure to check them out online as well.  He's definitely very passionate about our profession, and I'm sure he would have some valuable advice for anyone looking to build a similar accounting/bookkeeping career. For other episodes you may enjoy, please check out:  Brannon Poe and Chris Hervochon To listen in on this episode with Bill Von Fumetti, please use the player below.

Today I'm chatting with Brannon Poe from The Accountant's Flight Plan podcast. Apply to be a guest on Let's Talk About Your Podcast:   https://www.transformationcoach.me/interview-application

Most partners in accounting firms wonder how they are going to effectively exit their business when they are ready to retire. Brannon Poe, a CPA and Founder of Poe Group Advisors joins our host, Tim Coakwell, to share how you can best prepare to sell their firm when the time is right. Brannon is the founder of Poe Group Advisors and has been facilitating successful accounting practice transitions throughout the US and Canada since 2003. He is also the creator of Accounting Practice Academy™. Brannon is the author of the Accounting Practice Insights Blog and hosts the Accountant's Flight Plan” podcast with other top thought-leaders in the accounting profession. Brannon is an E&Y alumnus. He has worked with some of the most successful and seasoned CPAs in the industry and has been privy to the behind-the-scenes methods that these clients have used to build highly profitable practices along with capable and independent teams. Brannon has authored multiple books, including “Accountant's Flight Plan – Best Practices for Today's Firms” (published by both the AICPA and CPA Canada) and “On Your Own: How to Start Your Own CPA Firm,” Second Edition (published by the AICPA). Brannon is passionate about entrepreneurship and is the president of EO Charleston (Entrepreneur's Organization).

Most partners in accounting firms wonder how they are going to effectively exit their business when they are ready to retire. Brannon Poe, a CPA and Founder of Poe Group Advisors joins our host, Tim Coakwell, to share how you can best prepare to sell their firm when the time is right. Brannon is the founder of Poe Group Advisors and has been facilitating successful accounting practice transitions throughout the US and Canada since 2003. He is also the creator of Accounting Practice Academy™. Brannon is the author of the Accounting Practice Insights Blog and hosts the Accountant's Flight Plan” podcast with other top thought-leaders in the accounting profession. Brannon is an E&Y alumnus. He has worked with some of the most successful and seasoned CPAs in the industry and has been privy to the behind-the-scenes methods that these clients have used to build highly profitable practices along with capable and independent teams. Brannon has authored multiple books, including “Accountant's Flight Plan – Best Practices for Today's Firms” (published by both the AICPA and CPA Canada) and “On Your Own: How to Start Your Own CPA Firm,” Second Edition (published by the AICPA). Brannon is passionate about entrepreneurship and is the president of EO Charleston (Entrepreneur's Organization).

Brannon Poe is the founder of Poe Group Advisors where he and his team take a consulting-based approach to transition accounting firms from one owner to another through their unique process - The Seamless Succession.https://poegroupadvisors.com/In today's episode, we discuss:Unique challenges for both buyers and sellers of small businessesValuation of CPA firmsPricingThe value ladderTo learn more about the Staying Power Collective, a group for aspiring and current virtual firm owners on a mission to grow their firms, visit https://www.stayingpowercollective.com/To read the show notes, guest contact information, and impactful quotes, visithttps://www.stayingpowercollective.com/blog

Brannon Poe, the founder of Poe Group Advisors, joined us for this episode of Where Accountants Go, the Accounting Careers Podcast. If you are the entrepreneurial sort, this episode will really speak to you.  Brannon started his career in a typical accounting job, but it was only a few years later when he was able to join a small business in a combination accounting & sales role, and then eventually become a partner there.  Through that experience, and another partnership opportunity in a related business along the way, he found his passion:  buying and selling businesses. It wasn't much later and he got into the accounting firm brokerage business, and the rest is history.  He now operates Poe Group Advisors, a brokerage that specifically helps accounting practices transition. For those listeners that may be thinking about acquiring a practice, make sure you check out his free online resource:  https://poegroupadvisors.com/choosing-right-cpa-firm-sale/ Also, if you enjoy this show, you will also enjoy the following episodes:  Ryan Lazanis and Ben Simiskey. To listen in on this interview with Brannon Poe, please use the player below:

This week I'm dishing out some serious podcasting tips as I do THREE Podcast Audit sessions with podcasters that are looking for some ideas for show growth and monetization. Check out episode 109 of Podcasting Business School as I chat with: Brannon Poe from The Accountant's Flight Plan Podcast: https://podcasts.apple.com/us/podcast/poe-group-advisors-podcast/id645663785 Dr Aaron Tressler from Making Pittsburgh Healthy: https://podcasts.apple.com/us/podcast/making-pittsburgh-healthy/id1514039603 Kelly Wilson from FitFizz: https://podcasts.apple.com/us/podcast/fitfizz-energy-mindset-health/id1437732758 Sign up for your own Podcast Audit session here: www.PodcastingBusiness.School  

Brannon Poe, the founder of Poe Group Advisors, has been facilitating advisors’ successful accounting practice transitions throughout the US and Canada since 2003. He’s also the creator of Accounting Practice Academy, an eight-week virtual workshop for accounting practice owners. He’s the author of the Account Practice Insights blog and hosts the Accounting Flight Plan podcast with other top thought leaders in the profession. He is also the author of several books, including “Accountant’s Flight Plan” and “On Your Own.” Poe’s company buys and sells CPA firms, which he’s been doing for 17 years now. We talk about why a partner would want to sell their firm, why there’s so much demand for buying and selling right now, as well as a peek inside his Accounting Practice Academy. To learn more, and for the complete show notes, visit: petermargaritis.com Resources: poegroupadvisors.com linkedin.com/in/brannon-poe-65984012/ Accounting Practice Academy Listen: Accounting Flight Plan podcast Read: “Accountant’s Flight Plan” Read: “On Your Own” Change Your Mindset is a production of Crate Media Learn more about your ad choices. Visit megaphone.fm/adchoices

Often, a career is not a direct line. You could veer off from the path where you first started and recognize along the way that you are meant for something else. Even with that, it remains true that the journeys we take offer learning experiences that help us grow into who we are now. Host, Amy Vetter, interviews Brannon Poe, Founder of Poe Group Advisors, about his career transition from being in a CPA profession to sales and what lessons he took from one to the other. Tracing back as well to his upbringing, Brannon shares how he took a different path from his parents so that he could create a more stable life for his future family. He shares the lessons he has learned on getting the right experience to grow a business and transition it when you are ready. Join in on this discussion to find inspiration on taking that next step in your career.

Often, a career is not a direct line. You could veer off from the path where you first started and recognize along the way that you are meant for something else. Even with that, it remains true that the journeys we take offer learning experiences that help us grow into who we are now. Host, […]

Today on the IC-DISC Show we have a great interview with Brannon Poe, who's company, Poe Group Advisors, facilitates the sale and acquisition of accounting firms. Brannon's thoughts will be of interest to a lot of business owners, but you'll find this particularly interesting if you're a CPA. Poe Group Advisors has sold more than 300 CPA practices over the last decade, and this was a great opportunity to dive into some of the detail in these types of transactions. We had a chance to dispel a lot of the misconceptions around buying or selling a practice, and talk about the interesting point that all-cash offers are not only possible, but preferable, and are becoming more common in this economy. If you've considered buying or selling a practice, or if you've ever wanted to leave your corporate accounting job to be self-employed, this really is a must-listen interview, and a tremendous opportunity to expand your boundaries to see what's possible.LINKSShow Notes TranscriptBe a GuestGUEST Brannon PoeAbout Brannon Special Guest: Brannon Poe.

In this episode, Brannon Poe shares the key steps a CPA needs to take in order to sell their firm. Poe is the founder of Poe Group Advisors and the author of “Accountant’s Flight Plan, Best Practices for Today’s Firms. A consultancy that facilitates the buying and selling of CPA firms. He began his career as an auditor at Ernst & Young, before launching his business in 2003. For the past 15 years, he and his team have helped CPAs successfully exit their firms. In this conversation you will learn: Why underpricing your services may be holding you back from building a successful practice.  Why taking time off to relax actually helps your bottom line How to build a practice that is sellable and how much you can expect to earn from the sale Resources mentioned: Kolbe Assessment Poe Group Advisors blog This episode is brought to you by Money & Mimosas. Click here to learn about our 2019 CPA Partner Program.

An author and experienced intermediary specializing in the sale of accounting practices, Brannon has a unique ability to help creatively integrate information to develop clear, focused plans. He helps clients implement these plans to achieve their most important goals. An Ernst & Young alumni and scholarship recipient and magna cum laude graduate of the University of South Carolina, Brannon began his career in public accounting as an auditor with Ernst & Young, before working for several years in auditing and tax preparation for the regional firm of Elliott, Davis & Company. Subsequently, Brannon became a shareholder in a privately-held, family-owned business and a founding shareholder in a successful start-up manufacturing company. This breadth of experience­ — with companies large and small — has helped Brannon excel in efficiently and effectively facilitating hundreds of successful accounting practice transitions. Quarterly business coaching classes and continually investing in consultative and team building skills have helped Brannon and his team close over 200 transactions since 2003. Brannon makes his home in Charleston, SC with his wife and three children. Away from the office, he enjoys competitive racquetball, boating, and fishing.

A conversation between Brannon Poe and Drew Keasler about Drew’s purchase of a CPA practice and subsequent growth.

As the founder of brokerage firm Poe Group Advisors, Brannon Poe, CPA, has helped hundreds of CPAs sell their firms. He shares insights he has learned over the course of his career, as well as best practices for selling your firm.

Our guest is Brannon Poe of Poe Group Advisors. Their mission is help sellers successfully navigate the sale and maximize the value of their firm while minimizing risks and challenges. Brannon talks about: - the challenges and pitfalls of selling an accounting practice - when to start thinking about exiting your practice - practical tips on succession planning - how your pricing is key to how much your firm is worth - how technology is less important to buyers than you might think - how important is your firm's name?