Our People Are Our Competitive Advantage.

We have put a great team of experienced professionals together — all working to provide exceptional service. To that end, we invest a great deal of time and resources in continual training and coaching. We employ a consultative approach to the majority of our processes.

Brannon Poe,
CPA, Founder

Brannon began facilitating successful accounting practice transitions in 2003. He pioneered a consulting-based approach to transitioning accounting firms, which has culminated in Poe Group Advisors’ unique process – The Seamless Succession™.

He started his career in public accounting as an auditor with Ernst & Young before working for several years in auditing and tax preparation for the regional firm of Elliott, Davis & Company. Subsequently, Brannon became a shareholder in a privately-held, family-owned business and a founding shareholder in a successful start-up manufacturing company. This breadth of experience — with companies large and small — has provided the foundation for Poe Group Advisors to become the industry service leader.

He is the author of “Accountant’s Flight Plan: Best Practices for Today’s Firms” (published by the AICPA and CPA Canada), “On Your Own: How to Start Your Own CPA Firm” and multiple blogs.

Darryl Boyd,
Regional Market Leader

With 20 years of business and management experience, Darryl is an expert at integrating people and strategy, helping clients put their intentions and goals into motion to achieve results. He pays close attention to what clients think and do, and his approach builds bridges of understanding between people, ideas and strategic decisions.

Darryl worked in the financial services industry for more than 10 years before starting his own project management business. He has contracted in a variety of fields such as environmental recycling, marketing, media and software development. Before joining Poe Group Advisors, Darryl was managing projects for the real estate division of a major wholesale warehouse retailer.

Darryl lives in Toronto, Ontario with his wife. In his spare time, he enjoys woodworking, studying ancient history and running.

Stephanie Smith,
Acquisition Specialist

With over 12 years of proven sales and marketing experience in the banking sector, Stephanie brings a strong financial background to her position at Poe Group Advisors. This prior experience lending to and working with small business owners assists her as a skilled negotiator helping maximize value for both buyers and sellers.

Stephanie holds a bachelors degree from Northeastern State University in Tahlequah, OK. When not assisting a client, Stephanie enjoys spending time with her family, tennis, knitting and travel.

Carol Poe,
Buyer Specialist

With more than 10 years of bringing buyers and sellers together, Carol has an excellent knack for making a perfect match. Her process brings qualified buyers to the table so sellers can make easy decisions on who they would like to meet. Carol is the company’s “match maker”. She walks buyers through our process and always has our clients’ best interests at heart.

Carol is co-founder of Poe Group Advisors, wife of Brannon Poe and mother of three. She enjoys, cooking, reading and traveling.

Sarah Johnston,
Project Manager

Sarah is an invaluable member of the team. With an eye for detail and expertise in sales, marketing and event planning, she has a way of keeping everyone organized and on-task, allowing our team members to focus on their clients.

After helping build her family’s retail store from the ground up, Sarah joined Poe Group Advisors in 2016 as project manager. She received her bachelor’s degree from North Carolina State University.

When Sarah isn’t busy keeping the team organized, she enjoys spending time exploring Charleston with her husband, their two daughters and their dog, Dakota.

Martha Robbins,
Marketing Coordinator

Varied experience in the fields of event planning, marketing and sales make Martha’s contribution at Poe Group Advisors invaluable. Contract processing, scheduling and communication are Martha’s strong suits and key to our worry-free sales/purchase process.

Martha holds a bachelors degree from the University of Georgia. Outside of work, Martha enjoys fine art, cooking, baking and family life including the challenges of keeping up with a very active young son and daughter.
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