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We assist both buyers and sellers in planning and implementing a strategic, successful transition. Learn More
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We help buyers find an appropriate accounting practice for their particular talents and skills.

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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.

Get the Ball Rolling


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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5-step Process

Learn more about the Seamless Succession™, our unique 5-step process.

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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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Simplify the Sale
of Your Firm

Learn the proven, 5-step process for maximizing the value of an accounting practice.

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Top 50 Accounting Blog
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