Category: Transition & Retention
How to Scale Beyond Scrappy: Brannon Poe Talks Firm Growth on Accounting Today
In an episode of On the Air with Accounting Today, Brannon joined editor-in-chief Dan Hood for a candid and insightful conversation about what it really takes for accounting firm owners...
Former Seller Raffi Yousefian Talks About How Niching Down Transformed His CPA Firm
From A Big Four Firm to Entrepreneurship In this special episode of The Accountant’s Flight Plan, Brannon sat down with Raffi Yousefian, a NY/DC-based CPA and entrepreneur, to discuss his...
Brannon Poe Talks Private Equity Interest in Seven to Eight Figure Firms and General M&A on “On the Air with Accounting Today”
I recently had the pleasure of joining Dan Hood, Editor-in-Chief of Accounting Today, on his podcast On the Air with Accounting Today to discuss one of the biggest shifts we’re...
How Private Equity Is Reshaping Accounting Firm Management—And How Traditional Firms Can Compete
The accounting profession is undergoing a seismic shift. Private Equity (PE) is making aggressive moves into the space, shaking up firm structures, operations, and valuations. While the infusion of capital...
Navigating CPA Firm Partnerships: Preventing and Resolving Potential M&A Challenges
When it comes to partnerships, some of the most common pitfalls that we see CPA firms face are growth decision-making conflicts and exit strategy misalignment. Left unaddressed, these issues can...
The Top 5 Blog Posts from the Past Year: Insights for CPA Firms
As we ring in a new year and gear up for the next tax season, it’s time to look back at the articles that resonated most with our audience. From...
Using Your Passion to Find Your Niche within the Accounting Industry with Ryan Pulice
In this episode, Brannon sits down with Ryan Pulice CPA, a (financial planner/accounting firm owner) to explore his unique journey of finding his niche, working with small businessbusiness owners, and...
What To Consider Before Buying or Selling An Accounting Firm with Intermediary Stephanie Smith – Podcast
What do you need to know before selling your life’s work or buying someone else’s? Learn from Stephanie’s experience as she shares her perspective on avoiding key obstacles during the...
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