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Hear from our clients about their experience with Poe Group Advisors.

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Hear success stories from our clients

RICHARD CARTER, CPA

"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.”


Buyer & Seller

Asheville, NC

Darcy Walls, CA

“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.”


Seller

Las Vegas, NV

Bill Bedor, CPA

"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.”


Seller

Atlanta, GA

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