Poe Group Advisors

Accounting Today PE Summit
2026-11-17 16:00 - 16:30 (America/New_York) | Loews Chicago Hotel, 455 N Park Dr, Chicago, IL, 60611, United States
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 The Sub-$10M Firm Playbook: Deal Structures, Valuations, and Exit Strategies in Today’s Market
SESSION DESCRIPTION The accounting M&A landscape has shifted dramatically, and firms under $10 million in revenue 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 smaller firm leaders need to know when planning an exit.
Their session is Tuesday, November 17 4:05 p.m. – 4:35 p.m.
Guide to Data-Driven Client Selection (WEBINAR) was last modified: August 14th, 2026 by
