Category: Buyer Considerations
Mastering CPA firm acquisitions from a 2 time buyer – Podcast with Andrea MacDonald
We were thrilled to have Andrea MacDonald, the founder and CEO of Pro Tax & Accounting LLC, on this episode of Accountant’s Flight Plan Podcast. In addition to her wealth...
Selling your CPA firm to a non-CPA Buyer – Podcast with Patrick Dichter
Patrick is a 3-time firm owner who has tripled firm revenue with a non-CPA background. Are you a firm owner who is considering selling your practice? Maybe you are you...
Purchasing an Accounting Firm – Experience Share with Ravi Patel
In this episode of Accountant’s Flight Plan, we got to chat with one of our recent firm buyers, Ravi Patel. Ravi purchased his latest firm in 2022 through Poe Group...
Buying & Growing a CPA Practice
Podcast w/ Jason Ding Jason Ding is a young practice owner who purchased his CPA firm in the Vancouver, BC area through Poe Group Advisors in 2018. Jason is the...
How to Find the Right Accounting Practice to Buy
Finding the right accounting practice to buy has a lot of great advantages…as long as you buy one that reasonably fits you. I say reasonably, because you will never find...
How to Start a CPA Firm: Top Checklist Items | Poe Group Advisors
STARTING A CPA FIRM CHECKLIST: WHAT TO KNOW Are you exploring the idea of starting your own CPA firm? Or perhaps you are ready to re-invent the one you have?...
10 Questions to Ask When Buying a CPA Practice
Is buying an accounting firm a good idea? There are many reasons to consider purchasing an existing CPA firm. First and foremost, purchasing an accounting firm that is already set...
Why Millennial CPA’s Should Consider Firm Ownership
Why Millennial CPAs Should Consider Firm Ownership This article first appeared in The Journal of Accountancy’s CPA Insider™ By Brannon Poe, CPA According to the editor-in-chief of MiLLENNiAL magazine, 60%...
Search our current accounting practice listings based on the qualities important to you.
Don’t see what you're looking for? Let us know. We'll contact you when listings that fit your criteria come along.