Maximizing Your Accounting Firm’s Value with Brannon Poe From Blake Oliver’s The Accounting Podcast

Maximizing Your Accounting Firm’s Value with Brannon Poe From Blake Oliver’s The Accounting Podcast

Brannon was a guest on Blake Oliver’s The Accounting’s Podcast–a very special episode that we are sharing with you now. Blake interviewed Brannon on the key factors that go into assessing the valuation of a CPA firm, the differences between valuation on virtual firms and why cashflow to owner is key.

This podcast touched on: 

  • How Poe Group Advisors assesses the valuation of a CPA firm.
  • Calculating the cash flow to owner.
  • What you can do to increase the value of your firm.

Whether you are thinking about selling now, or just want to get the most out of your firm while you are in it–this episode is a great place to start. Drawing from his 20+ years of experience in the mergers and acquisitions space, Brannon had an enlightening conversation with Blake. One that you won’t want to miss. 

If this conversation inspires you to start improving your practice, check out Accounting Practice Academy. We have a workshop that focuses on improving your cashflow to above 50% and reducing your owner hours to under 2,000 annually.  

You can listen to the podcast on the player below or watch the latest episode here

Time Stamps

00:42 – Introduction of Brannon and Poe Group Advisors.

8:07 – What Cashflow to owner is and why it is crucial to increasing the value of your firm.

10:15 – Why lower owner hours can increase the value of your firm.

16:27 – Personal share about a firm that went from 1.2 million in revenue to 1.6 million–selling for almost 2 million in an all cash deal within a year.  

22:20 – Wrapping up–learning more about increasing your firm’s value with “Prepare Your CPA Firm for a Sale” and Accounting Practice Academy.

Getting in touch with Blake: https://www.blakeoliver.com/ 

The Accounting Podcast: https://accounting.show/

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