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X-WR-CALDESC:Events for Poe Group Advisors
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DTSTART;TZID=America/New_York:20260527T130000
DTEND;TZID=America/New_York:20260527T140000
DTSTAMP:20260520T152621Z
CREATED:20260520T152621Z
LAST-MODIFIED:20260520T152621Z
UID:16546-1779886800-1779890400@poegroupadvisors.com
SUMMARY:How to Understand and Maximize Your Firm's Worth: CPA Firm Valuation in the Age of Private Equity (WEBINAR)
DESCRIPTION: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 today’s PE-fueled M&A market. Topics include the shift from revenue multiples to EBITDA\, the 7 key factors affecting your price and terms\, spotting “NFL Headline” offers\, and how to leverage a competitive process. \nReserve your spot today. \nGuide to Data-Driven Client Selection (WEBINAR) was last modified:  August 14th\, 2026 by
URL:https://poegroupadvisors.com/event/how-to-understand-and-maximize-your-firms-worth-cpa-firm-valuation-in-the-age-of-private-equity-webinar/
LOCATION:Virtual
ATTACH;FMTTYPE=image/webp:https://poegroupadvisors.com/wp-content/uploads/2026/01/PGA_new_image_2.webp
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20260608
DTEND;VALUE=DATE:20260611
DTSTAMP:20260402T190426Z
CREATED:20260402T190426Z
LAST-MODIFIED:20260402T190426Z
UID:16377-1780876800-1781135999@poegroupadvisors.com
SUMMARY:AICPA® ENGAGE 2026
DESCRIPTION: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. \n  \nRegister today for AICPA ENGAGE 2026. \nGuide to Data-Driven Client Selection (WEBINAR) was last modified:  August 14th\, 2026 by
URL:https://poegroupadvisors.com/event/aicpa-engage-2026/
ATTACH;FMTTYPE=image/svg+xml:https://poegroupadvisors.com/wp-content/uploads/2026/04/POE-Engage26-Event-Logo1.svg
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20260614
DTEND;VALUE=DATE:20260618
DTSTAMP:20260402T190503Z
CREATED:20260402T190503Z
LAST-MODIFIED:20260402T190503Z
UID:16380-1781395200-1781740799@poegroupadvisors.com
SUMMARY:Scaling New Heights 2026 by Woodward
DESCRIPTION: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. \nRegister today for Scaling New Heights 2026. \nGuide to Data-Driven Client Selection (WEBINAR) was last modified:  August 14th\, 2026 by
URL:https://poegroupadvisors.com/event/scaling-new-heights-2026-by-woodward/
ATTACH;FMTTYPE=image/webp:https://poegroupadvisors.com/wp-content/uploads/2026/04/POE-Scaling-New-Heights-26-logo-1.webp
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260623T130000
DTEND;TZID=America/New_York:20260623T140000
DTSTAMP:20260617T102624Z
CREATED:20260617T102544Z
LAST-MODIFIED:20260617T102624Z
UID:16712-1782219600-1782223200@poegroupadvisors.com
SUMMARY:Accounting Today Web Seminar: CPA Firm Valuation in the Age of Private Equity
DESCRIPTION: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. \nJoin Brannon Poe\, CPA and Morry Brown as they break down how buyers assess value\, why valuation ranges vary so widely\, and which factors most directly influence price and deal terms. \nThis session covers: \n\nHow buyers evaluate firm value in today’s market\nWhy private equity has changed valuation expectations\nWhich factors most directly influence price and deal terms\nHow to position your firm to maximize value before going to market\n\nNASBA CPE credit offered. \nPresented in partnership with Accounting Today. Moderated by Dan Hood\, Editor-in-Chief. \nRegister today. \n\nGuide to Data-Driven Client Selection (WEBINAR) was last modified:  August 14th\, 2026 by
URL:https://poegroupadvisors.com/event/accounting-today-web-seminar-cpa-firm-valuation-in-the-age-of-private-equity/
LOCATION:Virtual
ATTACH;FMTTYPE=image/jpeg:https://poegroupadvisors.com/wp-content/uploads/2026/06/pga-event_n3.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260624T153000
DTEND;TZID=America/New_York:20260624T163000
DTSTAMP:20260611T135448Z
CREATED:20260602T140816Z
LAST-MODIFIED:20260611T135448Z
UID:16613-1782315000-1782318600@poegroupadvisors.com
SUMMARY:Guide to Data-Driven Client Selection
DESCRIPTION:Boost Your Bottom Line and Retain Good Staff A Practice Management Workshop Preview \nNot 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. \nIn this 1-hour session\, you’ll learn how to apply data-driven tools to reshape your client base. You’ll also have the chance to ask questions during a live Q&A with Brannon Poe\, CPA (Founder)\, and Ian Brennan (Workshop Coordinator). \nIn this session\, we’ll explore: \n\nHow to identify profit-draining clients — and what to do about them\nWays to double down on your top 20% to maximize margins\nPractical tools to free up capacity\, improve morale\, and grow firm value\n\nRegister today. \nGuide to Data-Driven Client Selection (WEBINAR) was last modified:  August 14th\, 2026 by
URL:https://poegroupadvisors.com/event/guide-to-data-driven-client-selection/
LOCATION:Virtual
ATTACH;FMTTYPE=image/png:https://poegroupadvisors.com/wp-content/uploads/2025/09/POE-APA-Sept-2025-Webinar-090825.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260630T140000
DTEND;TZID=America/New_York:20260630T150000
DTSTAMP:20260624T181720Z
CREATED:20260624T181619Z
LAST-MODIFIED:20260624T181720Z
UID:16742-1782828000-1782831600@poegroupadvisors.com
SUMMARY:What Is Your Tax Preparation Business Worth? A Practical Framework for Valuation and Future Planning (WEBINAR)
DESCRIPTION:What is your business really worth (operationally and monetarily)? \nMost 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. \nJoin our founder\, Brannon Poe\, CPA\, and host Brandon Sims\, senior content marketing manager at Wolters Kluwer Tax & Accounting\, for an insightful discussion that will help you make smarter decisions for a stronger\, more profitable business. \nThis session covers: \n\nWhat really determines the true monetary value of a tax prep business\nWhy revenue alone is misleading (and what matters more)\nThe biggest mistakes that quietly destroy value and freedom\nHow pricing\, systems and owner dependence affect exit options\nPractical steps to make your business more attractive to buyers\, successors or heirs\n\nOne (1) CPE for NASBA/CPAs will be offered. Presented by Wolters Kluwer. \nSeats are limited. Register today. \nGuide to Data-Driven Client Selection (WEBINAR) was last modified:  August 14th\, 2026 by
URL:https://poegroupadvisors.com/event/what-is-your-tax-preparation-business-worth-a-practical-framework-for-valuation-and-future-planning-webinar/
LOCATION:Virtual
ATTACH;FMTTYPE=image/png:https://poegroupadvisors.com/wp-content/uploads/2026/06/wolters-kluwer-logo.png
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20260729
DTEND;VALUE=DATE:20260801
DTSTAMP:20260709T201648Z
CREATED:20260709T201648Z
LAST-MODIFIED:20260709T201648Z
UID:16815-1785283200-1785542399@poegroupadvisors.com
SUMMARY:CalCPA Members Club Summit 2026
DESCRIPTION: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. Morry Brown\, our California regional director\, will be on-site and available to connect with attendees throughout the event. Whether you’re exploring what your firm might be worth\, thinking through your transition timeline\, or simply curious about what the current market looks like for California practices\, this is a great opportunity to have a candid\, no-pressure conversation with someone who knows this market well. Stay tuned for more details on how to connect with Morry at the event. \nGuide to Data-Driven Client Selection (WEBINAR) was last modified:  August 14th\, 2026 by
URL:https://poegroupadvisors.com/event/calcpa-members-club-summit-2026/
LOCATION:Loews Coronado Bay Resort\, 4000 Coronado Bay Rd\, Coronado\, CA\, 92118\, United States
ATTACH;FMTTYPE=image/webp:https://poegroupadvisors.com/wp-content/uploads/2026/07/cal-cpa-logo.webp
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260804T083000
DTEND;TZID=America/New_York:20260804T170000
DTSTAMP:20260602T141104Z
CREATED:20260602T141104Z
LAST-MODIFIED:20260602T141104Z
UID:16615-1785832200-1785862800@poegroupadvisors.com
SUMMARY:Buying In or Selling Out: What CPAs Need to Know About Today's Firm Market | TXCPA Fort Worth Member Appreciation Day\, Panel Discussion
DESCRIPTION: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 should evaluate before committing to ownership at the firm where they currently work. \nThis session is part of TXCPA Fort Worth’s 2026 Member Appreciation Day\, a full-day CPE event offering 8 hours of timely\, CPA-led programming. \nLearn more. \nGuide to Data-Driven Client Selection (WEBINAR) was last modified:  August 14th\, 2026 by
URL:https://poegroupadvisors.com/event/buying-in-or-selling-out-what-cpas-need-to-know-about-todays-firm-market-txcpa-fort-worth-member-appreciation-day-panel-discussion/
LOCATION:Ridglea Country Club\, Fort Woth\, TX\, 3700 Bernie Anderson Ave\, Fort Worth\, TX\, 76116\, United States
ATTACH;FMTTYPE=image/png:https://poegroupadvisors.com/wp-content/uploads/2026/06/POE-TXCPA-Member-Appreication-Day-0826.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260826T153000
DTEND;TZID=America/New_York:20260826T163000
DTSTAMP:20260814T130748Z
CREATED:20260814T130748Z
LAST-MODIFIED:20260814T130748Z
UID:16902-1787758200-1787761800@poegroupadvisors.com
SUMMARY:Guide to Data-Driven Client Selection (WEBINAR)
DESCRIPTION:Boost Your Bottom Line and Retain Good Staff A Practice Management Workshop Preview \nNot 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. \nIn this 1-hour session\, you’ll learn how to apply data-driven tools to reshape your client base. You’ll also have the chance to ask questions during a live Q&A with Brannon Poe\, CPA (Founder)\, and Ian Brennan (Workshop Coordinator). \nIn this session\, we’ll explore: \n\nHow to identify profit-draining clients — and what to do about them\nWays to double down on your top 20% to maximize margins\nPractical tools to free up capacity\, improve morale\, and grow firm value\n\nRegister today. \nGuide to Data-Driven Client Selection (WEBINAR) was last modified:  August 14th\, 2026 by
URL:https://poegroupadvisors.com/event/guide-to-data-driven-client-selection-webinar/
LOCATION:Virtual
ATTACH;FMTTYPE=image/png:https://poegroupadvisors.com/wp-content/uploads/2025/09/POE-APA-Sept-2025-Webinar-090825.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261117T160000
DTEND;TZID=America/New_York:20261117T163000
DTSTAMP:20260629T134116Z
CREATED:20260629T134116Z
LAST-MODIFIED:20260629T134116Z
UID:16764-1794931200-1794933000@poegroupadvisors.com
SUMMARY:Accounting Today PE Summit
DESCRIPTION:Join Brannon Poe\, CPA and founder of Poe Group Advisors along with Morry Brown\, regional market lead\, for their Accounting Today PE Summit session. \nSESSION TITLE The Sub-$10M Firm Playbook: Deal Structures\, Valuations\, and Exit Strategies in Today’s Market \nSESSION 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. \nIn 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. \nTheir session is Tuesday\, November 17 4:05 p.m. – 4:35 p.m. \nGuide to Data-Driven Client Selection (WEBINAR) was last modified:  August 14th\, 2026 by
URL:https://poegroupadvisors.com/event/accounting-today-pe-summit/
LOCATION:Loews Chicago Hotel\, 455 N Park Dr\, Chicago\, IL\, 60611\, United States
ATTACH;FMTTYPE=image/jpeg:https://poegroupadvisors.com/wp-content/uploads/2026/06/pga-event-1a_n.jpg
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