We have put together a great team of professionals – all working to provide exceptional service. To that end, we invest a great deal of time and resources in continual training and coaching. Many of our intermediaries have a CPA or financial background.


Poe Group Advisors is the premier accounting practice intermediary firm in the industry, with offices headquartered in both Charleston and Ontario. 

The Poe Group team has been selling firms in the U.S. since 2003 and within Canada since 2006! We have both Canadian and American intermediaries ready to help you sell your firm. 

With practices located throughout the U.S. and Canada, our company is known for our seamless process as well as our efficient and diligent approach to facilitating the buying and selling of CPA firms.

Armed with a passion for people and unmatched expertise, our team of professionals has a deep knowledge of the accounting industry and an intense focus on maximizing value and minimizing risk.

Don’t just take our word for it.
Hear from our past clients and their shared testimonials.


Our mission is simple: we help sellers successfully navigate the sale and maximize the value of their accounting firm while minimizing risks and challenges.

Likewise, we help buyers find the business that’s the right fit for their talents and skills.

Ultimately, we strive to ensure that both parties involved are able to plan and implement a strategic, successful transition of clients and staff.

To make this happen, we’ve built a team of skilled and invested professionals who consistently rank at the top of our industry in both total sales and client satisfaction.

Currently, our team serves firms across the United States and Canada with a focus in:

Whether you are expanding your current firm, or branching out to become an independent owner for the first time, your success is very important to us. Start your Search.