Category: Transition & Retention
Tax season and the 80/20 principle
It’s always good to do a post-hoc analysis soon after tax season. Hallelujah! You are almost there. Most everyone has heard of the 80/20 principal, but fewer have...
Helpful Stress Coping Skills for CPA Practice Owners
Helpful Stress Coping Skills for CPA Practice Owners Not too long ago I had a colossally bad day. It felt like everything I touched broke, everyone I talked to was...
Young Guns: How Young Buyers of CPA Firms Are Finding Success
CPA firm buyers in their 20’s and 30’s who have multiplied their results. In just the past few months – by a stroke of pure luck – I’ve had the...
Accounting Practice Insights Top 4 for 2017
Accounting Practice Insights – Top 4 for 2017 2017 was another exciting year for Poe Group Advisors. Thank you for your continued readership and support. Our biggest success this year...
Welcome to the Winter Solstice
Welcome to the Winter Solstice Today, Thursday Dec 21st marks the winter solstice, which leaves us with the least amount of sunlight of any day of the year. Here in...
CPA Transition Planning – The Buyer/Seller Relationship
CPA Transition Planning The Buyer/Seller Relationship If you have followed us for a while, then you are probably familiar with our transition model. We recommend a fairly brief handoff when...
How to Know if You are Ready to Buy a CPA Practice
How to Know if You Are Ready to Buy a CPA Practice Are you thinking about buying a CPA practice? Would you like a tool to assess your readiness?...
An Open Letter to Our Next Great Buyer
An Open Letter to our Next Great CPA Practice Buyer Dear Buyer, I am already looking forward to working with you. One of the best parts of this job is...
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