Category: Seller Considerations
Selling your Accounting Practice – Protect your client list
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...
Succession Planning for CPA Practice owners – 5 Key Concepts
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...
Building a Cloud-Based Accounting Firm (podcast)
Recently, Brannon had an exciting conversation with Ryan Lazanis. Ryan is a CPA who considers himself more of an entrepreneur than an accountant. In 2013 he founded a fully cloud-based...
Staying Healthy During Tax Season
The “season” is officially upon us! With new tax laws and government shut downs, it is shaping up to be as stressful as ever. We’ve all seen and read the...
Happy Holidays from Poe Group Advisors!
Every year on Christmas Eve our family has a fun tradition. After dinner while still seated at the table, we pass around the Peppermint Pig, in its little red velvet...
What are your biggest opportunities right now?
As we look forward to 2019, it helps to reflect on all the good stuff that happened in 2018. So often the little aggravations with clients and staff, coupled with...
Selling Cloud-Based Accounting Firms – Our Experience
In the past year and a few months, we have marketed 3 “pure” cloud-based accounting firms and a few others that might be considered hybrids. Our sample size at this...
Business Planning 101 When Buying a CPA Practice
My kids always make fun of me for saying things like, “You catch more flies with honey than you do with vinegar.” Well, this applies when buying a CPA practice,...
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