Listen to a light-hearted and informative conversation between Brannon and his wife. Poe Group Advisors is a family-owned business and Carol has been our buyer specialist for well over a decade. Learn why buying a CPA firm “isn’t like buying a house”. For the acquisition and transition process of buying an accounting firm to be successful it is crucial that both the buyer and seller are the right fit. By focusing on the work culture and personality of both, Carol guides buyers and sellers to find the best fit for their clients and team.
This podcast touched on:
- Working with your spouse.
- What to look for in a buyer.
- How to find success in your new firm.
Having a vision for your new firm is crucial to the success and longevity of that firm. Part of that vision starts with making sure that each practice is paired with the perfect buyer. Listen to the full episode to hear more about how getting clear on your goals before acquisition is crucial to finding the success you want.
If this conversation inspires you to start improving your practice, check out Accounting Practice Academy. We have a workshop that focuses on improving your cashflow to above 50% and reducing your owner hours to under 2,000 annually.
You can listen to the podcast on the player below or watch the latest episode here!
Time Stamps:
0:39 – Introduction of Carol.
4:20 – How Carol started working as buyer specialist for Poe Group.
7:45 – The process of finding the right fit.
17:40 – Why sellers are looking for someone who will take care of their clients and staff.
23:55 – Book recommendation and closing thoughts.
Getting in touch with Carol:
For an appointment email: cpoe@poegroupadvisors.com
