Category: Buyer Considerations

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
To start a CPA firm, you assess whether ownership fits you, choose a niche, confirm licensing and firm registration in your state, budget 24 months of cash flow plus a...

10 Questions to Ask When Buying a CPA Practice
Key takeaways Buying an existing CPA practice is usually lower risk than starting one, because you inherit clients, staff, and processes on day one. The buyers who do best define...

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%...

Guide to Buying a cloud-based accounting firm
5 Key Considerations Poe Group Advisors has sold quite a few cloud-based accounting firms over the past few years. Some of the insights we’ve gained as a result of working...

BUYING A CPA PRACTICE IN ATLANTA, GA
BUYING A CPA PRACTICE IN ATLANTA, GA: QUESTIONS TO ASK AND HOW TO GET STARTED What to Know About Atlanta Georgia is booming right now in both job growth and...
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