OUR PEOPLE ARE OUR COMPETITIVE ADVANTAGE
We have put a great team of experienced professionals together — all working to provide exceptional service. To that end, we invest a great deal of time and resources in continual training and coaching. We employ a consultative approach to the majority of our processes.
Brannon Poe

brannon poe
CPA, Founder
Accountant, speaker, podcast host and author—Poe Group founder Brannon has explored it all to help CPAs and practice owners level up.
Brannon began facilitating successful accounting practice transitions in 2003. He pioneered a consulting-based approach to transitioning accounting firms, which has culminated in Poe Group Advisors’ unique process, The Seamless Succession™.
He started his career in public accounting as an auditor with Ernst & Young before working for several years in auditing and tax preparation for the regional firm of Elliott, Davis & Company. Subsequently, Brannon became a shareholder in a privately held, family-owned business and a founding shareholder in a successful start-up manufacturing company. This breadth of experience—with companies large and small—has provided the foundation for Poe Group Advisors to become the industry service leader.
He is the author of “Accountant’s Flight Plan: Best Practices for Today’s Firms” (published by the AICPA and CPA Canada), “How to Prepare your CPA Firm for Sale” and other books. He is a speaker at national and regional accounting conferences and a blogger on the top topics affecting the accounting industry today.
As host of The Accounant’s Flight Plan Podcast, Brannon and the industry’s best and brightest are working to advance the accounting profession, one lesson at a time. Listen to episodes now on our website or your favorite podcast network.
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