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.

Brannon Poe discusses firm valuation and pricing strategies for accounting firms, emphasizing the importance of cash flow and owner hours. He highlights value pricing and subscription models to enhance profitability and overall value. Real-world examples and insights help firm owners prepare for potential sales.

In this episode of Thrivecast, expert Brannon Poe discusses the challenges buyers face when sellers decide not to sell and offers insights on gathering crucial information. They explore the strategies employed by progressive firms, retirement and succession planning, and the changing game for future generations. The importance of accountants specializing in margin analysis, cost structure, and pricing services is also highlighted.