Financing the acquisition of a CPA firm

Many of the buyers we speak with who are initially looking to finance the acquisition of a CPA firm are not aware of the options available in the marketplace. Most buyers are pleasantly surprised to learn that banks are quite generous with their lending terms in the accounting and tax space. Obviously, each deal is […]

Cloud-Based Accounting Firms vs. Traditional

What is the difference between a traditional accounting firm and a cloud-based accounting firm? When you boil it all down, the only real difference involves location. In a cloud-firm, the software, data, staff and clients can all be located “somewhere else.” Making the switch is really not all that complicated. In fact, Poe Group Advisors […]