Category: Buyer Considerations
Guide to Buying a cloud-based accounting firm
5 Key Considerations Poe Group Advisors has sold quite a few cloud-based accounting firms over the past few years. Some of the insights we’ve gained as a result of working...
BUYING A CPA PRACTICE IN ATLANTA, GA
BUYING A CPA PRACTICE IN ATLANTA, GA: QUESTIONS TO ASK AND HOW TO GET STARTED What to Know About Atlanta Georgia is booming right now in both job growth and...
Financing the acquisition of a CPA firm
Many of the buyers we speak with who are initially looking to finance the acquisition of a CPA firm are not aware of the options available in the marketplace. Most...
Mentoring first time buyers of CPA firms
If you are an owner thinking of selling your firm, you have likely developed skills as a business owner that you may take for granted. These are skills that are...
Buying a CPA practice-finding the right one (video)
What you say no to is often just as important as what you say yes to…if not more so. Wilson Wong had a clear and concise vision for the type...
Value Based Hiring in a CPA Firm
“Until I came to IBM, I probably would have told you that culture was just one among several important elements in any organization’s makeup and success — along with vision,...
Lending Insights when Buying an Accounting Practice (podcast)
Check out our latest podcast episode with Shannon Hay! Shannon is the Vice President of lending for accounting and tax professionals at Live Oak Bank. He can provide loans in...
Building a Cloud-Based Accounting Firm (podcast)
Recently, Brannon had an exciting conversation with Ryan Lazanis. Ryan is a CPA who considers himself more of an entrepreneur than an accountant. In 2013 he founded a fully cloud-based...
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