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Brannon Poe: Grow Your Business by Preparing to Let it Go
Jun 6, 2024
Brannon Poe, an expert in buying and selling accounting firms, shares valuable insights on preparing CPA firms for sale, maximizing growth opportunities, and the importance of succession planning. Topics include enhancing firm marketability, analyzing factors impacting selling price, and strategies for retirement and business exit planning.
51:04
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Quick takeaways
- Experimenting with price quotes helps understand market value.
- Location and services impact a firm's marketability and attractiveness to buyers.
Deep dives
Experimenting with Pricing Strategies
Experimenting with new price quotes with new clients is highlighted as a strategic move to understand the market's real value. Unintentional strategies of attempting to say no by increasing prices often backfire, showing that setting prices too high is not a successful client filter. Successful members often terminate clients that no longer align with the practice, aiming to swiftly increase capacity.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode