Poe Group Advisors' Barbara Agerton, CPA, joins a panel of brokers, firm partners, and buyers to discuss the current landscape for CPA firm acquisitions and transitions. The conversation covers market trends, valuation drivers, deal structures, and the practical realities of buying or selling a practice. The session also addresses internal buy-ins, including what prospective partners

Poe Group Advisors is proud to be a sponsor at the CalCPA Members Club Summit, taking place July 29–31 at Loews Coronado Bay Resort in San Diego.

What is your business really worth (operationally and monetarily)? Most tax prep business owners spend years building a practice without ever gaining clarity on its true worth, what drives its value or how to increase that value without working harder. This webinar changes that. Join our founder, Brannon Poe, CPA, and host Brandon Sims, senior

Boost Your Bottom Line and Retain Good Staff A Practice Management Workshop Preview Not all clients are created equal. The top 20% generate the majority of profit, while the bottom segment drains time, energy, and margins. Understanding your client mix is the key to boosting profitability and protecting your team from burnout. In this 1-hour

Valuing a CPA firm is far more complex than applying a simple revenue multiple. In today's M&A environment, firm value is shaped by financial performance, risk, scalability, market exposure, and buyer fit. Join Brannon Poe, CPA and Morry Brown as they break down how buyers assess value, why valuation ranges vary so widely, and which

Woodward’s annual conference promises to help you navigate this “Strange New World.” Join us in Orlando to master the skills and learn the insights that will empower your practice to navigate AI advancements, sweeping policy change, staffing challenges, M&A’s growing presence and more. Register today for Scaling New Heights 2026.

Engage with colleagues, industry leaders and the Poe Group Advisors team at one of the profession’s largest annual events. AICPA® ENGAGE is one of the industry’s largest annual events and your home base for answers, insights and opportunities in the accounting space.   Register today for AICPA ENGAGE 2026.

The "1x revenue" rule is gone, and the owners who understand today's playbook are walking away with better deals. Join Brannon Poe, CPA, founder of Poe Group Advisors and E&Y alumnus, along with Morry Brown, California territory lead and former Goldman Sachs analyst, for a LIVE 60-minute deep dive into what's driving firm value in

Save the date for Accountex Canada 2025 this Nov. 5 and 6! Our regional director, Darryl Boyd, will be speaking on 'Building Your Accounting Firm to Scale or to Sell' on Wednesday, November 5 from 12:40 - 1:30 p.m. Join our team and stop by booth #320 as we sponsor this fourth-annual event at the

Join us from Oct. 22-24 in Greenville, South Carolina, to connect, strategize and level up in high-impact CPA workshops. Dive deep into the science and practice of productivity at this industry-leading retreat. Stop by our booth to meet the team and learn how Poe Group Advisors can serve you and your practice. Register now at

Join Poe Group Advisors president, CPA and M&A specialist Brannon Poe for a live webinar. We’ll delve into the latest trends impacting CPA firm valuations and analyze how private equity is shaping the future. We’ll also explore what these changes mean for your practice. We’ll host this session on Oct. 1, beginning at 2:00 p.m.

The ONE National Conference returns on Sept. 18 and 19 in Ottawa, Ontario, and virtually for its 12th year. This is the only national event for CPAs that unites more than 1,400 influential leaders and experts from across Canada. Poe Group Advisors is proud to sponsor this annual event.