Category: Transition & Retention
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...
Accounting Practice Buyer Cash Flow 101
Accounting Practice Buyer Cash Flow 101 We have three major goals for every accounting practice we sell: Maximize the practice’s value. Keep the process simple. Help the buyer succeed....
Accounting Practice Insights Top 5 for 2016
Accounting Practice Insights Top 5 for 2016 Overall 2016 was a great year for Poe Group Advisors and we appreciate your continued support. Our number of blog subscribers increased steadily...
Happy Holidays from Poe Group Advisors
Wishing you all the Joy of this Holiday Season! Click here for Video Best wishes for a Happy New Year filled with health, happiness and spectacular success! Brannon, Carol, Stephanie,...
How to find the right CPA firm for sale
How to Find the Right CPA Firm for Sale If you find the right CPA firm for sale, will you know it when you see it? I really love...
7 things to help get you and your CPA practice ready for market.
“Don’t simply retire from something; have something to retire to.” ~Harry Emerson Fosdick Make the most of your CPA practice. A little planning can make a huge difference. Here are...
Service Worthy of a Referral
Service Worthy of a Referral Want to build your CPA practice by capturing referrals? It all starts with your service. Here are some ideas that any business can implement to...
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