Buying?

We help buyers find an appropriate accounting practice for their particular talents and skills.

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Selling?

We assist sellers to successfully navigate the sale of their accounting practice in a way that maximizes value, while minimizing risks and challenges.

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Buying or selling a CPA firm is one of life’s most significant ventures. Buyers want to find the right opportunity and sellers want to find the right buyer. This is exactly where Poe Group Advisors excels time and time again.

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Resources

Find tools to help improve your accounting practice.

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Succession Planning

Get powerful, yet practical insights to help you plan a successful exit from your firm.

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Browse our current listings and learn what it takes to succeed on your own.

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Accounting Practice Sales • Mergers • Acquisitions

Ready to get started with your next big endeavor? We assist both buyers and sellers
in planning and implementing a strategic, successful transition.

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Take Your Practice
to The Next Level

Make a wise investment in one or both of our two books, Accountant's Flight Plan and On Your Own — available in hardcover and eBook formats.

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