By Ryan Lazanis We rarely publish guest posts, but we had so much positive interest in the Podcast we did with Ryan, we wanted to share more of his incredible insights. Ryan is also a past client of Poe Group Advisors’ and is starting a new company called Future Firm which provides resources & consulting […]
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 all 50 states of the US. He was recruited to launch the accounting and tax vertical in 2017 after successfully launching a similar program at […]
This time of year, everyone is either still busy or on vacation enjoying some much-needed R&R so this is a very brief post today. I had several conversations recently with owners who are close to exiting. One thing we always cover with our clients is the need to protect the client list when going through […]
We always hear about the lack of succession planning for CPA practice owners, but we find that a few key planning pieces can make a huge difference. In fact, we get a lot of calls from owners who are three to five years away from selling. Our experience is that these few key issues really […]
