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 incredibly valuable and can benefit your buyer through a mentoring relationship. This would be especially helpful for first-time buyers of CPA firms, but would likely […]

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 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 […]

Is the Grey Tsunami upon us?

How to transfer a Boomer owned CPA practice to a Millennial For all the negative stereotypes about millennials, you would be astounded by how hard they work when they believe their contribution matters. ~Jay Samit The demographics actually might surprise you. According to Pew Research, Millennials are projected to overtake Baby Boomers as the largest […]