Brannon Poe,

CPA, Founder

Brannon began facilitating successful accounting practice transitions in 2003. He pioneered a consulting-based approach to transitioning accounting firms, which has culminated in Poe Group Advisors’ unique process – The Seamless Succession™.

He started his career in public accounting as an auditor with Ernst & Young before working for several years in auditing and tax preparation for the regional firm of Elliott, Davis & Company. Subsequently, Brannon became a shareholder in a privately-held, family-owned business and a founding shareholder in a successful start-up manufacturing company. This breadth of experience — with companies large and small — has provided the foundation for Poe Group Advisors to become the industry service leader.

He is the author of “Accountant’s Flight Plan: Best Practices for Today’s Firms” (published by the AICPA and CPA Canada), “On Your Own: How to Start Your Own CPA Firm” and multiple blogs.

Darryl Boyd,

Regional Market Leader

With 20 years of business and management experience, Darryl is an expert at integrating people and strategy, helping clients put their intentions and goals into motion to achieve results. He pays close attention to what clients think and do, and his approach builds bridges of understanding between people, ideas and strategic decisions.

Darryl worked in the financial services industry for more than 10 years before starting his own project management business. He has contracted in a variety of fields such as environmental recycling, marketing, media and software development. Before joining Poe Group Advisors, Darryl was a consultant for Costco Wholesale Canada, managing projects for their real estate division.

Darryl lives in Toronto, Ontario with his wife. In his spare time, he enjoys woodworking, studying ancient history and running.

Randi Vetvik,

Market Leader – Québec

Randi began her career in insurance and banking, holding several management positions at a major Canadian consumer products manufacturer. She played an active role in the transition process after the company was acquired by an international conglomerate.

After ensuring a successful transition, Randi started her own luxury products business, leveraging her entrepreneurial savoir-faire to do everything from original product design to marketing, while managing all of the business’s operations.

Analytical and rigorous in her thinking, Randi employs a 360-degree view of a company and its stakeholders from both a global and detailed perspective. Her approach is that of a transaction facilitator. She listens carefully to the needs of both parties, intervening with nuance and integrity so the process is as harmonious and satisfactory as possible for all parties involved.

A believer in life-long learning, Randi is now writing her doctoral thesis on innovative accounting processes.

Stephanie Smith,

Accounting Practice Intermediary

With over 12 years of proven sales and marketing experience in the banking sector, Stephanie brings a strong financial background to her position at Poe Group Advisors. This prior experience lending to and working with small business owners assists her as a skilled negotiator helping maximize value for both buyers and sellers.

Stephanie holds a bachelors degree from Northeastern State University in Tahlequah, OK. When not assisting a client, Stephanie enjoys spending time with her family, tennis, knitting and travel.

Carrie Mulrooney,

CB, CPB, Accounting Practice Intermediary

Having built and sold their own nationally awarded bookkeeping and accounting practice,
Carrie and her husband Sean can directly relate to those who are looking to grow or exit their
practice. With more than 20 years in the industry, Carrie has a wealth of knowledge and
expertise, offering a diverse perspective on traditional and cloud operations.
 
Carrie is an awarded relationship builder in the profession, with a passion of bringing people
and businesses together. In 2018, Carrie was recognized as one of North America’s Top 50
Cloud Accountants and awarded as a Top 10 Canadian Bookkeeping Influencer.

Carrie lives in Kitchener, Ontario with her husband Sean and their two youngest children, however, coastal waters always draw them to Canada’s eastern shorelines in the summer!

Sean Mulrooney,

Accounting Practice Intermediary

Sean boasts an entrepreneurial background of building businesses combined with
experience in corporate leadership, making him a spectrum of insight for those selling, buying or contemplating next steps for their business. With a designation in business continuity, he also provides direct value in the business transition process.

Having gone through the process of an acquisition with their own national bookkeeping and
accounting firm, Sean and his wife Carrie bring a true understanding of not only the process, but the concerns and needs of those embarking on selling or buying a practice.
 
Sean resides in Kitchener, Ontario with his wife Carrie and their two youngest children. In his
spare time, Sean enjoys cruising along back roads on his motorcycle and cooking up delicious meals with his BBQ and smoker collection.

Colleen Hoggarth,

CPB, FCPB, Accounting Practice Intermediary

Colleen has been in the accounting and bookkeeping industry for more than 25 years, working in both public accounting and private industry. Her experience has ranged from being a corporate accountant for a large publicly traded real estate company to working with a small family-run business with shareholders located throughout North America. Upon moving to Victoria, BC from Peterborough, ON, she purchased a small book of bookkeeping and tax clients. After successfully growing the business from a one-person operation to a team of 10 over the past decade, Colleen was ready for her next major challenge. In 2021, Colleen worked with Poe Group Advisors to successfully sell her accounting practice.
Colleen is a Certified Professional Bookkeeper. She is considered a visionary in the bookkeeping industry and has received many civic, professional and business awards throughout her career.

Colleen has two adult children and lives in Victoria with her husband Andy. In her free time, she can be found in Winnipeg spending time with her granddaughter.

Laurens Ball,

Accounting Practice Intermediary

With more than 10 years of experience in account management and business development experience, Laurens specializes in working with clients to reach their goals. She brings a passion for building strong, long term client relationships to the Poe Group Advisors team. Her holistic approach and exceptional service make the process simple and streamlined every step of the way. Laurens began her career in New York, working for a wholesale company, where she successfully grew her clients into multi-million dollar revenue streams in just four years. She then took her experience to startups, optimizing their business processes, including building strategic services, developing forecasting tools and implementing financial reports.

Laurens holds a bachelor's degree from the University of Georgia and enjoys living in New Orleans. When she is not working, she loves being active, listening to jazz music and traveling to new places.
DRE# SL3570985

Barbara Agerton,

CPA, Accounting Practice Intermediary

Fueled by a passion for business, Barbara started a tax firm in 2005 before successfully transitioning to the cloud in 2013. As a certified public accountant, she now uses her proven accounting and tax expertise to guide CPAs in search of their next ideal move.

In 2016, Intuit chose her firm as one of 15 finalists for “Firm of the Future” for her ability to embrace new technology and work with clients worldwide. In 2021, she contracted with Poe Group Advisors to successfully sell her firm, familiarizing her with our process from both sides of the deal.

Barbara has the experience and insight to assist business owners with achieving their goals, whether it’s expanding the business or transitioning to a new stage of life. She is committed to professionalism, integrity and building trusted relationships with her clients so they can find winning solutions together.

Originally from Louisville, Ky., Barbara now lives in Texas, where she enjoys flying planes with her husband (her private pilot).

Cecil DeMorris (Morry) Brown III,

Regional Market Leader (CA)

Morry brings many years of experience in the financial industry to the Poe Group team. He spent the first 15 years of his career as a stock analyst and during his tenure, worked with several global investment banks (including Goldman Sachs and Citigroup), primarily following the retail consumer sector. Morry’s expertise gained him frequent features on CNBC and in other publications such as The Wall Street Journal, Forbes and Barron’s.

Post-Wall Street, Morry founded a responsible investment app, allowing individual investors to easily invest in a customized ESG-driven portfolio. He has also provided outsourced CFO services to early-stage startups, assisting with fundraising, M&A advisory, pro forma financial projections and investor relations. Morry currently lives in Los Angeles with his wife and two children.
DRE# 02149403

Poe Group Advisors and Premier Agent Network, Inc. are not affiliated or a subsidiary of each other. Poe Group Advisors’ consultants are specialized in promoting our services. The same consultants are real estate agents employed as Independent Contractors under Poe Group Advisors. DBA Premier Agent Network, Inc. CalBRE license #01932176.

Lisa Handziak,

Regional Market Leader (CT, IL, IN, MA, NJ, NY, OH, PA, RI)

With more than 20 years of workforce development experience, Lisa specializes in identifying and implementing practical solutions, uniting those around her to meet common goals. Her diverse background with nonprofits and Fortune 500 C-Suite level entities, such as Toyota North America and AT&T, has equipped her to support clients of all sizes in achieving their objectives.

Whether assisting in scaling funding or movements for retirement, Lisa has an eye for identifying clients’ next steps to reach their goals and she has the dedication to walk them through the process. As Poe Group’s Regional Market Leader, she is experienced with high-net-worth clients and guiding sellers on increasing their firm’s value.

Lisa’s passion lies in creating impactful change. Over her career, she assumed presidency of a nonprofit to expand it from 6 to 65 sites, serving thousands of disadvantaged youth, earning her state and national recognition as a thought leader in this space, among other public-serving accomplishments. As an Army spouse, Lisa actively volunteers to support Soldiers and their Families, enjoys spending time with her family, dogs and traveling.

Carol Poe,

Buyer Specialist

With more than 10 years of bringing buyers and sellers together, Carol has an excellent knack for making a perfect match. Her process brings qualified buyers to the table so sellers can make easy decisions on who they would like to meet. Carol is the company’s “match maker”. She walks buyers through our process and always has our clients’ best interests at heart.

Carol is co-founder of Poe Group Advisors, wife of Brannon Poe and mother of three. She enjoys, cooking, reading and traveling.

Bailey Ball,

Sales and Marketing Director

Bailey uses her skills in creative thinking and data analysis to help us implement marketing strategies, and communicate with sellers. She also assists with contract processing, scheduling and communication needs.

Bailey holds her bachelor's degree in communication and her master’s in education from the College of Charleston. After graduating from CofC, Bailey gained experience in several sales roles and served with a commercial real-estate firm, assisting in marketing department. She later returned to school and became an elementary school teacher. Her varied background provides well-rounded skillset that strengthens the Poe Group team through exceptional people management and excellent interpersonal and organizational skills. In her free time, Bailey enjoys being active, crafting and spending time with friends and family.

Linda Lombardi,

Marketing Coordinator

Linda began her career working for a large outsourcing firm in a variety of project and customer-focused capacities where she was able to utilize and hone her organizational, analytical and critical thinking skills. Her attention to detail along with her interpersonal and communication skills make her well-equipped to handle any challenge. She is tenacious with problems and can’t let them go without a solution!

With an Honours Bachelor of Arts from York University, specializing in both French and Italian, Linda is a language powerhouse. She is our last line of defence when editing copy. If there is a spelling or grammatical mistake, she’ll catch it!

Linda lives in Toronto, Ontario with her husband, two young sons and beloved dog. In her spare time, she enjoys spending time with her family and keeping up with her active boys.

Margo Borschewski,

Client Services Team

Trained as an early elementary school teacher, Margo spent several years teaching in a
formal classroom setting, following which, she established her own home daycare. Now that
her children are in their teen years, Margo has made the leap into the business world, joining
Poe Group Advisors in 2018 as part of the Client Services Team. 

Margo lives in Osgoode, Ontario with her husband and three children. She enjoys the
outdoors, creating decor items from reclaimed materials and performing with her local
community musical group.

Sharon Wood,

Client Services Team

From her career in dentistry and later serving as a stay-at-home mother of two, Sharon has
an instinct for precision and organization. She has held numerous roles in administration and customer relations for a variety of small and medium-sized businesses, including not-for- profits. Sharon joined the Poe Group Advisors Client Services Team in early 2019.

In her down time, Sharon enjoys exploring nature, hiking, gardening (when Ottawa's season permits) and reading a good biography.

Ian Brennan,

Creative Director

A graduate of Belmont University in Nashville where he studied film production, Ian has worked in the film industry for over six years. His ventures have taken him around the globe creating and sharing meaningful content, having pursued work with several companies producing documentaries in Los Angeles, animating for DreamWorks and even editing in Tokyo.

Ian first joined the Poe Group Advisors team after meeting Brannon Poe and hearing of their
shared interest in the entrepreneurial spirit and the key drivers of success. Since joining the team, Ian has had a hand in helping set the foundation for Accounting Practice Academy through video and creative production, amongst many other projects for Poe Group Advisors
as a whole.

Amanda Blanton,

Office Administrator

Amanda started her professional journey teaching pre-k in a formal classroom, following securing her bachelor’s degree in Elementary Education and her master’s in Early Childhood Development. After moving from North Carolina to South Carolina, she knew it was time for a career change and joined the Poe Group Advisors team. Amanda began serving as an office administrator with Poe Group in 2022, bringing her attention to detail and organizational skills to help our team and clients throughout the U.S. and Canada.

In her spare time, Amanda enjoys spending time outdoors, going on adventures with her dog, enjoying quality time with friends and family, and relaxing with a good book.