Category: Seller Considerations
Maximizing Your Accounting Firm’s Value with Brannon Poe From Blake Oliver’s The Accounting Podcast
Maximizing Your Accounting Firm’s Value with Brannon Poe From Blake Oliver’s The Accounting Podcast Brannon was a guest on Blake Oliver’s The Accounting’s Podcast–a very special episode that we are...
Darryl Boyd on Preparing for an Accounting Firm Sale, Transition, and Client Expectations – Podcast
Since joining Poe Group as a Regional Market Leader, Darryl has been an integral part of the team. Listen in on our conversation discussing the ins and outs of guiding...
Due Diligence of a CPA Practice – 7 Crucial Areas of Focus
DUE DILIGENCE FOR AN ACCOUNTING FIRM PURCHASE IS NOT AN AUDIT. Due diligence of a CPA practice, accounting firm, or even bookkeeping practice is usually not as complicated as many...
Mastering CPA firm acquisitions from a 2 time buyer – Podcast with Andrea MacDonald
We were thrilled to have Andrea MacDonald, the founder and CEO of Pro Tax & Accounting LLC, on this episode of Accountant’s Flight Plan Podcast. In addition to her wealth...
Short selling time frame- How to focus your accounting firm and optimize sales price and terms
This article is an excerpt from our new book, “Prepare your CPA firm for a sale.” Which can be downloaded at poegroupadvisors.com/prepare. Often, for whatever reason, people find themselves needing...
Selling your CPA firm to a non-CPA Buyer – Podcast with Patrick Dichter
Patrick is a 3-time firm owner who has tripled firm revenue with a non-CPA background. Are you a firm owner who is considering selling your practice? Maybe you are you...
Prepare Your CPA Firm For A Sale- Audiobook
Have you heard? We wrote another book, Prepare Your CPA Firm For A Sale: How to reduce owner hours, increase profitability and transform your practice. This book has actionable practice management...
Selling an Accounting Practice – When is the Best Time?
When is the best time to sell your accounting practice? Are you actually ready to sell? Deciding when to bow out is one of the most difficult decisions owners have...
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