CPA Trendlines Podcasts 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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 4min
Building a Marketable Firm for Future Sale
04:17 • 11min
Analyzing Firm Characteristics Impacting Selling Price and Staffing Importance
15:09 • 3min
Succession Planning and Avoiding Mandatory Retirement Agreements in CPA Firms
17:59 • 5min
Maximizing Growth Opportunities in Accounting Firms
23:20 • 26min
Preparing for Retirement and Letting Go of Your Business
49:11 • 2min