Category: Private Equity
What Private Equity Means for Small and Midsize CPA Firms
Rebekah Brown Olson didn’t plan to lead a state CPA society. A single leadership assessment during a firm training session reframed how she saw her own strengths, and thirteen years...
How Are You Leveraging Unsolicited Buyer Interest?
One of the most interesting changes in the accounting profession over the past several years has been the amount of unsolicited buyer interest CPA firm owners are receiving. Not long...
Make Sense of the Accounting M&A Market: Personal Timing is Still Most Important
Recently, we had the pleasure of doing a crossover podcast episode with Rob Brown from the Inside Public Accounting podcast. We discussed the current landscape of accounting practice M&A, the...
PE is Moving Into Accounting – Here’s What I Heard at Harvard
I recently spent a Saturday in Boston at the Venture Capital and Private Equity Conference hosted by Harvard Business School. While we have extensive experience working with private equity in...
Brannon Poe Talks Private Equity Interest in Seven to Eight Figure Firms and General M&A on “On the Air with Accounting Today”
I recently had the pleasure of joining Dan Hood, Editor-in-Chief of Accounting Today, on his podcast On the Air with Accounting Today to discuss one of the biggest shifts we’re...
Private Equity, Fit, and the Future of CPA Firm Deals with PGA Intermediary Morry Brown
In this episode of The Accountant’s Flight Plan Podcast, Brannon is joined by Morry Brown, California market leader at Poe Group Advisors and a longtime family friend. Morry shares his...
Building a Scalable Firm with Offshoring, AI, and Talent Strategy — with Wayne Findlay
In this episode of The Accountant’s Flight Plan, we are joined by Wayne Findlay—entrepreneur, founder of Findlay & Co., and CEO of The Back Room. Wayne shares his global perspective...
How Private Equity Is Reshaping Accounting Firm Management—And How Traditional Firms Can Compete
The accounting profession is undergoing a seismic shift. Private Equity (PE) is making aggressive moves into the space, shaking up firm structures, operations, and valuations. While the infusion of capital...
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