Category: Transition & Retention
The Top 5 Blog Posts from the Past Year: Insights for CPA Firms
As we ring in a new year and gear up for the next tax season, it’s time to look back at the articles that resonated most with our audience. From...
Using Your Passion to Find Your Niche within the Accounting Industry with Ryan Pulice
In this episode, Brannon sits down with Ryan Pulice CPA, a (financial planner/accounting firm owner) to explore his unique journey of finding his niche, working with small businessbusiness owners, and...
What To Consider Before Buying or Selling An Accounting Firm with Intermediary Stephanie Smith – Podcast
What do you need to know before selling your life’s work or buying someone else’s? Learn from Stephanie’s experience as she shares her perspective on avoiding key obstacles during the...
Deal Making (M&A) Observations on Private Equity in the Accounting Industry
Always remember – It’s all about the fit. An initial heavy focus on fit rather than the transactional elements of a deal is the best way to approach a potential...
Building A Customer Focused and Profitable Accounting Firm Through Value Billing with Jason Ackerman – Podcast
How can you grow your firm into the most efficient and customer-focused business that it can be? Jason Ackerman and Brannon do a deep dive into the importance of value...
Private Equity Considerations For Selling Your CPA Practice with Intermediary Laurens Ball – Podcast
Hear first-hand experiences on dealmaking from intermediary, Laurens Ball, on considerations for private equity buyers and finding the right fit. Whether selling your firm or looking to buy, finding the...
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...
ACCOUNTANT’S FLIGHT PLAN PODCAST
Tune in to Accountant’s Flight Plan to hear from the best and brightest in the accounting industry on insights that will elevate your practice.
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