List of July Events-CPA Firm Valuation in 2020 and beyond: Adapting to thrive

Poe Group Advisors


2020 Virtual CPA Firm Partners Conference-CPA Firm Valuation in 2020 and Beyond: Adapting to Thrive.

BizON Capital Corporation is hosting a free Canadian virtual CPA Firm Partners conference on July 15th. I will be there along with Darryl Boyd who is our Regional Market Leader in Toronto, to talk about how to thrive in 2020 and beyond to help you build a better, more marketable accounting practice. We’ll dedicate quite a bit of time to Q&A so if you have any questions about accounting practice value, what buyers are looking for in the marketplace, or how to best plan for succession, please register here. The opportunities and challenges firms are encountering in the US and Canada are quite similar so this event will be helpful for CPAs anywhere in North America.



Join Poe Group Advisors at the AICPA & CIMA Engage 2020 virtual conference – The accounting and finance professionals’ beacon to navigate to the new normal. 

This year, AICPA & CIMA Engage will be held virtually from July 20 to July 24. Stop by our virtual conference “Exhibit” to learn more about Poe Group Advisors’ Accounting Practice Academy™ workshop, discuss your succession plans, or find out about acquisition opportunities.


AICPA Engage Booth


Join Carrie Mulrooney, Accounting Practice Sales Intermediary with Poe Group Advisors as she presents to JET FUEL for Accounting Professionals on July 23rd at 1PM Eastern.

Does 2020 have you re-imagining your future? Are you interested in growth through acquisition? Or maybe you are thinking about selling? What are realistic timelines? How do you get prepared?

Register now.

Accounting Practice Sales


Registration for the July 27th Accounting Practice Academy™ workshop is now open.

We are now taking applications for the July 27th start date of Accounting Practice Academy™.  APA is an 8-week interactive, virtual workshop for accounting practice owners. For answers to common questions about APA, please see our featured article at Accounting Practice Exchange.

Accounting Practice Academy Thumbnail

Participate in an accounting firm marketing survey and get the results report.

One of our APA contributors, Bizink, is conducting a survey asking firms about their marketing and then writing a report. Last year over 400 firms participated. This year, Bizink is aiming for 500 firms. To participate in the survey, please click here. One stat from the last three years of surveys – a full two thirds of firms don’t have a marketing plan.


About Brannon Poe: Brannon is the founder of Poe Group Advisors and has been facilitating successful accounting practice transitions throughout the US and Canada since 2003. He is also the creator of Accounting Practice Academy™. Brannon is the author of the Accounting Practice Insights Blog and hosts the Accountant’s Flight Plan” podcast with other top thought-leaders in the accounting profession. Brannon is an E&Y alumnus. He has worked with some of the most successful and seasoned CPAs in the industry and has been privy to the behind-the-scenes methods that these clients have used to build highly profitable practices along with capable and independent teams. Brannon has authored multiple books, including “Accountant’s Flight Plan – Best Practices for Today’s Firms” (published by both the AICPA and CPA Canada) and “On Your Own: How to Start Your Own CPA Firm,” Second Edition (published by the AICPA). Brannon is passionate about entrepreneurship and is the president of EO Charleston (Entrepreneur’s Organization).


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