Poe Group Advisors founder Brannon Poe, CPA will be leading a session at this year’s 2026 CPA Summit: “The Price Works. Does the Rest of the Deal? – How to Protect Your Team, Clients and Legacy When Choosing a Buyer”

Selling an accounting firm is about more than achieving an acceptable purchase price. This session explores how sellers can evaluate buyer fit before negotiations and deal mechanics begin to dominate the process. Attendees will learn what to consider when protecting their team, clients, culture, and legacy, as well as how to assess a buyer’s vision, communication, and ability to follow through. The goal is to help firm owners choose a transaction they will feel good about after the deal closes.