Category: Transition & Retention
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...
Prepare your accounting firm for sale with advice from previous seller, Clay Blakley – Podcast
Contemplating the sale of your practice or firm? Seasoned entrepreneur, Clay Blakely candidly shares how he grew his CPA practice and why he and his wife decided to sell. Finding...
Mastering CPA firm acquisitions from a 2 time buyer – Podcast with Andrea MacDonald
We were thrilled to have Andrea MacDonald, the founder and CEO of Pro Tax & Accounting LLC, on this episode of Accountant’s Flight Plan Podcast. In addition to her wealth...
Why are Private Equity Firms Acquiring Accounting Practices? What do they see in our industry?
For a deeper dive into private equity CPA M&A check out our new market update report on the topic! poegroupadvisors.com/cpa-private-equity/ Why are private equity firms flocking to acquire accounting firms?...
How to Get Referrals for Clients and Staff in Your Accounting Firm – Podcast with Bill Cates
Do you struggle with leveraging your network to gain new accounting referrals? Looking for new strategies to convert your current clients into referral generators? Bill Cates, expert in acquiring new...
Prepare Your CPA Firm For A Sale- Audiobook
Have you heard? We wrote another book, Prepare Your CPA Firm For A Sale: How to reduce owner hours, increase profitability and transform your practice. This book has actionable practice management...
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