Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

Everything You Need to Know About Buying or Selling an Accounting Firm with Brannon Poe

Jun 22, 2023

26:16

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Episode notes

Introduction

2min

The Importance of Longevity in Police Acquisitions

2min

The Dynamic Shift in the CPA Market

4min

The Multiples for Virtual Firms

2min

The Acceptance Filter for Virtual Clients

2min

The Importance of Focusing on Your Target Clients

2min

The Importance of Structure in a Firm

3min

The Importance of Owner Time Off

2min

How County Practice Academy Can Help You Breakthrough

3min

10.

How to Overcome Talent Challenges

2min

11.

How to Sell Your Firm

2min

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.