Buying a CPA practice-finding the right one (video)

Poe Group Advisors Wilson Wong Testimonial

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 of practice he wanted after he’d explored several CPA firms for sale with Poe Group Advisors. The process of looking at multiple firms helped him narrow his search and find the right fit. That served him well! Wilson said “no” to a lot of the practices he analyzed before he said “yes” to the firm he purchased in Calgary, Alberta. Check out our video of Wilson about his buying (and selling) journey.

At Poe Group Advisors, we take a lot of pride in our process of matching the right seller and buyer. Buyers that have clear expectations really help to ensure a good fit. We provided Wilson with firm profiles we thought might suit his needs and he was able to purchase a practice knowing the metrics and the firm specifications that he was looking for. Wilson remains excited about his purchase and the growth of his new business venture.

Wilson also decided to use us again when it came time to sell one of his two practices. We also appreciate Wilson’s time in giving his testimonial and we take a lot of pride in providing services that help people reach new stages in life. Please watch to hear about Wilson’s experience with our team in more detail.


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. Brannon started his career in public accounting as an auditor with Ernst & Young before working for several years in auditing and tax preparation for the regional firm of Elliott, Davis & Company. He is the author of “Accountant’s Flight Plan: Best Practices for Today’s Firms” (published by the AICPA and CPA Canada), “On Your Own: How to Start Your Own CPA Firm,” as well as multiple blogs and the “Accountant’s Flight Plan” podcast.

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