Category: Seller Considerations

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...

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...

Selling an Accounting Practice Checklist
WHAT TO KNOW ABOUT SELLING AN ACCOUNTING PRACTICE Make sure that you are setting your practice up for an easy sale when the time comes. Strategically planning the areas of...

Turn Tax Season Pain Points Into Innovations
Perhaps as you go through tax season, you are identifying some areas for improvement…also known as “Pain Points”? Just know that these pain points just might be the very thing...

Report from NCCPA Symposium
Report from the North Carolina Association of CPA Symposium Carol and I headed to Greensboro, NC on Sunday to attend the North Carolina annual CPA symposium. We have done this...

How Do You Get Top Dollar for Your Accounting Practice?
How do you get top dollar for your accounting practice? You DON’T focus on the money…wait….what? Instead, you focus on the fit. Finding the Right Buyer for your CPA Firm...

Selling your CPA firm? What’s next?
Selling Your CPA Firm? What’s Next? One of my favorite things to hear about is what our Sellers are going to do after selling their CPA firm! I get to...
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