Category: Seller Considerations
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,...
A Guide to Accounting Practice Sales | Poe Group Advisors
“The best time to plant a tree was 20 years ago. The second-best time is now.” ...
Successfully Selling a CPA Firm
A Comprehensive Guide to Successfully Selling a CPA Firm One of the first tasks of developing any strategy is to have a clear definition of what success looks like. Successfully...
CPA Firm Purchase Agreement: The 5 Essentials
Legal contracts can be very lengthy and at times repetitive. The nature of these legal financial contracts can be extremely problematic when it causes all parties involved to lose sight...
How Good Legal Contracts Impact Your Business (Podcast)
Bold Prediction: If you listen to our Podcast on what Chris Sloan has to say about contracts, you will never look at another legal document the same way again! We’d...
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