Hannah Poe

Retirement by Design

This week, we have an interesting guest writer who I admire very much. She is a teacher at heart and by profession. She is also highly energetic and an amazing rolemodel for living life over 60, and then over 70, to the absolute fullest. I consider her to be happy, healthy, wealthy and wise, as […]

Successfully Selling a CPA Firm

A Comprehensive Guide to Successfully Selling a CPA Firm One of the first tasks of developing any strategy is to have a clear definition of what success looks like. Successfully selling a CPA firm is no different. What we hope we’ve accomplished with this column is to provide you with a high-level view of the […]