cpa practice buyer letter

An Open Letter to Our Next Great Buyer

Dear Buyer, I am already looking forward to working with you. One of the best parts of this job is finding a good match between great CPA practice buyers and sellers. We are going to get to know each other well over these next few weeks. We are going to talk about why you want […]

Accounting Practice Buyer

Accounting Practice Buyer Cash Flow 101

  We have three major goals for every accounting practice we sell: Maximize the practice’s value. Keep the process simple. Help the buyer succeed.   One major way to help accounting practice buyers succeed is to have them get cash flow right in year one.    Cash is the oxygen of business Regardless of how […]

Timing Your Exit CPA Firms for Sale

Timing Your Exit-CPA Firm Succession Planning

  This article first appeared in The Journal of Accountancy’s CPA Insider™ By Brannon Poe, CPA     When owners of CPA firms first begin to think about succession planning, the most important decision they need to make is when to bow out. Too soon, and the owner may find letting go of the practice […]

Accounting Practice Insights Top 5

Accounting Practice Insights Top 5 for 2016

Overall 2016 was a great year for Poe Group Advisors and we appreciate your continued support. Our number of blog subscribers increased steadily throughout the year, as did our number of shares. Our company and team also grew nicely in 2016. We are also very excited that our Book, Accountant’s Flight Plan: Best Practices for Today’s […]