Category: Transition & Retention
CPA & Accounting Practice Due Diligence
Due Diligence in an accounting practice sale always varies from buyer to buyer, but I’ve talked with buyers who like to start the purchase process something like this: “Hello, my...
Purchasing an Accounting Firm – Experience Share with Ravi Patel
In this episode of Accountant’s Flight Plan, we got to chat with one of our recent firm buyers, Ravi Patel. Ravi purchased his latest firm in 2022 through Poe Group...
Accounting Practice Value- Know Your Firm’s Worth
You want to be valued, not flattered. Why is this important for selling your accounting firm? Let me explain. There is an acquisition strategy common in the private marketplace that...
CPA Firm Productivity and Staff Retention – Podcast with Marcey Rader
“Health powers productivity”- Marcey Rader Are you productive WITH healthy boundaries around your time? We recently had productivity expert, Marcey Rader, on the Accountant’s Flight Plan Podcast to chat with...
Hiring Remote Accounting Staff with Rob Buffington-Podcast
What’s the value of your teams’ time? Your staff accountant shouldn’t be doing intake! That is the sentiment shared by our latest podcast guest, staffing industry expert, Rob Buffington. Rob...
4 Top Tips for CPA Firm Acquisitions
A version of this article first appeared in the Journal of Accountancy’s CPA Insider™ by Brannon Poe, CPA CPA firms will have more opportunity to grow through acquisition with more...
CPA Firm Succession Planning
This is a revised copy of the article that first appeared in The Journal of Accountancy’s CPA Insider™ By Brannon Poe, CPA Timing Your Exit from Your Accounting Firm ...
Acquisitions, Marketing and Running a Good Business- Advice for CPA Owners (Podcast)
It is a real source of pride in the accounting space to not “need” to do any marketing. This makes sense to me as it usually means a company gets...
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