Category: Buyer Considerations
Mentoring first time buyers of CPA firms
If you are an owner thinking of selling your firm, you have likely developed skills as a business owner that you may take for granted. These are skills that are...
Buying a CPA practice-finding the right one (video)
What you say no to is often just as important as what you say yes to…if not more so. Wilson Wong had a clear and concise vision for the type...
Value Based Hiring in a CPA Firm
“Until I came to IBM, I probably would have told you that culture was just one among several important elements in any organization’s makeup and success — along with vision,...
Lending Insights when Buying an Accounting Practice (podcast)
Check out our latest podcast episode with Shannon Hay! Shannon is the Vice President of lending for accounting and tax professionals at Live Oak Bank. He can provide loans in...
Building a Cloud-Based Accounting Firm (podcast)
Recently, Brannon had an exciting conversation with Ryan Lazanis. Ryan is a CPA who considers himself more of an entrepreneur than an accountant. In 2013 he founded a fully cloud-based...
Staying Healthy During Tax Season
The “season” is officially upon us! With new tax laws and government shut downs, it is shaping up to be as stressful as ever. We’ve all seen and read the...
Happy Holidays from Poe Group Advisors!
Every year on Christmas Eve our family has a fun tradition. After dinner while still seated at the table, we pass around the Peppermint Pig, in its little red velvet...
Business Planning 101 When Buying a CPA Practice
My kids always make fun of me for saying things like, “You catch more flies with honey than you do with vinegar.” Well, this applies when buying a CPA practice,...
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