Podcasts about 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.

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

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.

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.

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

How Ravi Patel purchased his accounting firm through Poe Group Advisors.

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  

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!

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/  

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!”

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  

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.

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:

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.

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.

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?