SUCCESSION PLANNING GUIDE

Our Succession Planning Guide helps you get prepared when mapping out your firm’s exit strategy. Learn more about the when, the who and the how. 

READ OUR MOST VALUABLE SELLER BLOGS

We’ve hand selected our most insightful articles to help you start your seller journey.

STRATEGIC GUIDE TO SELLING YOUR FIRM VIDEO

Our video will help you understand the value of your practice and how to create a seamless exit strategy. 

HOW MUCH IS MY PRACTICE WORTH?

Do you know how your practice will fare on the open market? Learn the KEY FACTORS that drive up the value of your practice in our free CPA valuation report.

READY TO BEGIN YOUR SELLER JOURNEY?

Whether you are ready to sell now or five years from now, let’s talk.     

PREPARING YOUR CPA FIRM FOR A SALE

We wrote this book from a mergers & acquisitions perspective. What if you focused not only on income but also on valuation? You can create a better practice for you and your employees to enjoy, or build it to sell. The choice is yours.

ACCOUNTING PRACTICE ACADEMY™

In Accounting Practice Academy™, we’ve leveraged our years of experience in mergers and acquisitions to create a workshop that accountants have long desired – a pathway toward a balanced and profitable life.      

WE SELL CLOUD FIRMS

Poe Group Advisors is a leading seller of cloud accounting practices.

READY TO PUT YOUR FIRM ON THE MARKET?