Scaling and Selling: Is Your Firm Ready for a Broker? 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 Poe

The 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.net
• Email us with questions – cpa@summitcpa.net
• Accounting Practice Sales – Buy or Sell | Poe Group Advisors