Happy Holidays from Poe Group Advisors

Happy Holidays from Poe Group Advisors

Wishing you all the Joy of this Holiday Season! Click here for Video Best wishes for a Happy New Year filled with health, happiness and spectacular success! Brannon, Carol, Stephanie, Darryl & Sarah www.PoeGroupAdvisors.com We Wish You a Merry Christmas by Twin Musicom is licensed under a Creative Commons Attribution license (https://creativecommons.org/licenses/by/4.0/) Artist: http://www.twinmusicom.org/ Happy Holidays from Poe Group Advisors was […]

succession planning for accountants

Succession Planning – The Accountant’s Estate Letter

Succession Planning – The Accountant’s Estate Letter In the past few months, we’ve gotten several requests from CPA’s for a simple letter to leave instructions to their estate executor if the need should arise to rapidly facilitate an accounting practice sale. I’m happy to say that we have prepared this letter and are happy to […]

Selling a CPA Practice? Cash is King

Selling a CPA Practice? Cash is King

Selling a CPA Practice? Cash is King Have you built your CPA practice with great clients and a great team? Are your services priced well? Do you run your practice efficiently? Is your practice in a good location? If you answered yes to most of these questions, then your cash flow to owner is probably […]

Accounting Practice Sales lawyer

The Role of a lawyer in an accounting practice sale

The Role of a Lawyer in an Accounting Practice Sale   In an accounting practice sale, your lawyer can be a “Deal Maker” or a “Deal Breaker”, which one do you have? Ok…maybe it’s not quite that black and white. After all, if you are hiring a lawyer to help you with a transaction, you […]