Category: Transition & Retention

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...

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,...
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