Category: Buyer Considerations
What the Influx of Private Equity in the Accounting Industry Means for Your CPA Firm
Why has there been such an increase in private equity buyers acquiring accounting firms and what does this mean for the industry? In this episode of the Accountant’s Flight Plan...
What To Consider Before Buying or Selling An Accounting Firm with Intermediary Stephanie Smith – Podcast
What do you need to know before selling your life’s work or buying someone else’s? Learn from Stephanie’s experience as she shares her perspective on avoiding key obstacles during the...
Finding The Right Fit for Buyers and Sellers of Accounting Firms with Buyer Specialist Carol Poe – Podcast
Listen to a light-hearted and informative conversation between Brannon and his wife. Poe Group Advisors is a family-owned business and Carol has been our buyer specialist for well over a...
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...
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...
Selling your CPA firm to a non-CPA Buyer – Podcast with Patrick Dichter
Patrick is a 3-time firm owner who has tripled firm revenue with a non-CPA background. Are you a firm owner who is considering selling your practice? Maybe you are you...
Purchasing an Accounting Firm – Experience Share with Ravi Patel
In this episode of Accountant’s Flight Plan, we got to chat with one of our recent firm buyers, Ravi Patel. Ravi purchased his latest firm in 2022 through Poe Group...
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