Join Brannon Poe, CPA and founder of Poe Group Advisors along with Morry Brown, regional market lead, for their Accounting Today PE Summit session.

SESSION TITLE M&A for Accounting Firms: How Acquisitions Are Changing in the Small To Lower-Middle Market

SESSION DESCRIPTION The accounting M&A landscape has shifted dramatically, and firm owners are navigating a uniquely complex environment. Buyer expectations have evolved, valuation methodologies have changed, and the options available to firm owners extend well beyond a traditional PE deal.

In this session, Brannon Poe, CPA, founder of Poe Group Advisors, and Morry Brown, regional market lead, draw on their experience guiding hundreds of firm owners through transitions to break down what accounting firm owners need to know when planning an exit.

Their session is Tuesday, November 17 4:05 p.m. – 4:35 p.m. in the Wright Ballroom 1-3