Don't just take our word for it.

Hear from our past clients and their shared testimonials.

Testimonials

Rob Duncan
Vancouver Island, BC
-Seller
Bill Bedor, CPA
Hilton Head Island, SC
-Seller
We chose your group because of your reputation for selling firms at high multiples, as well as for your philosophy that high quality firms should sell with cash deals. You came through on both counts — well done! These three areas of your philosophy: fair pricing, cash terms, and quick transition were key for us and I believe that they were also fair to the buyers and their best interests. We have stayed in contact with Mark and Pam and I believe they are quite satisfied with the outcome also. All in all, it’s hard to imagine a better outcome.
Richard Carter, CPA
Asheville, NC
"Brannon Poe is an insightful advisor for the operations, purchase and sale of an accounting firm. His focus on the fundamentals of managing and creating value in an accounting firm is highlighted in the book Accountant's Flight Plan. A must read for both new and seasoned firm owners and managers."
Darcy Walls, CA
Calgary, AB
-Seller
"Retirement is going great, just shot an 81 here in Palm Springs (we have been here for about two weeks), so things are looking promising. We are off to Las Vegas next week and then to Phoenix for at least two months. Lots of hiking and sightseeing as well. This retirement thing is alright."
Darwin Neubauer
Marion, NC
-Seller
"Stephanie was most professional throughout the entire sales process."
David Knoble, CPA
Rock Hill, SC
-Buyer
"Brannon did (and is doing) an outstanding job for us and I have already indicated that I will have no trouble referring other folks to him. Further, if I ever sell a practice, he will be my first call."
Betty Francisco, CPA
Chapel Hill, NC
-Seller
"The experience was very positive, and I felt confident at each step of the process. I can't imagine selling without professional help."
Stan Moore, CPA
Raleigh, NC
-Buyer
"The closing and the transition went as planned and expected. After my first tax season, I have a 95% retention rate with only a handful of losses that the -seller would have lost anyway due to natural attrition (people moving, dying, selling their businesses, etc) All of your advice and articles were 100% spot-on!"
Dave Deshwar, CA
Calgary, AB
-Seller
"We came to know Poe Group Advisors about two and half years ago. We listed our business and found a suitable buyer within three months. We appreciated the professional manner in taking us through the selling process. We were very pleased with the results and the way everything worked out. We would recommend Poe Group Advisors to anyone wanting to sell their accounting practice."
Bond Anderson, CPA
Durham, NC
-Seller
"I wanted to sell in-house and Poe Group Advisors was a big help in making this work."
Martin Margolis, CA
Calgary, AB
-Seller
"Brannon said it would probably take 3 months to close and was right on. Using Poe Group Advisors was a simple and quick way to get the job done without a great deal of involvement on my part."
Elissa Olszewski, CPA
Durham, NC
-Buyer
"Brannon was very informative and helpful! Thanks Brannon!"
Stan Moore, CPA
Raleigh, NC
-Buyer
"Stephanie did a great job and was very available for assistance."
Allen Sloan, CA
Toronto, ON
-Buyer
"I think your team was informative, helpful and knowledgeable. I think you are truly interested in the success of the deal. Frankly I think you work harder for the purchaser — no offense intended — but then they are the ones paying you."
Marta Stubbs
Sechelt, BC
-Seller
"The Poe Group made this process very easy for me and I would turn to Poe Group Advisors again if I were to ever sell another practice."
Jim Hammond, CPA
Virginia Beach, VA
-Seller
"I talked to Brannon Poe a year prior to selling my practice and realized I was not ready to retire. I called Brannon a year later. He quickly brought three prospects that were qualified. I chose the one I felt would best serve my clients. The closing went smoothly and I walked away with more than I thought possible. I highly recommend the Poe Group."
Scott Shackleton, CPA, MBA
Raleigh, NC
-Seller
"After listing with another broker for over a year, Poe Group Advisors located a well qualified buyer within one month. When negotiations got tense, their advice was on the mark. I would heartily recommend Poe Group Advisors."
John Bly, CPA
Matthews, NC
-Buyer
"… extremely helpful in the process, helping put us together with the seller especially as it related to our concern over how to best approach rate increases on under-priced clients."
Eddie Goldsticker, CPA
Virginia Beach, VA
-Seller
"We were greatly pleased with the help and guidance in selling our practice. You came through with several buyers as promised and were constantly available for support throughout the process. We could not have been more pleased with your team's assistance and the final sale."
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