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X-WR-CALDESC:Events for Poe Group Advisors
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DTSTART;VALUE=DATE:20260729
DTEND;VALUE=DATE:20260801
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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
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DTSTART;TZID=America/New_York:20260804T083000
DTEND;TZID=America/New_York:20260804T170000
DTSTAMP:20260602T141104Z
CREATED:20260602T141104Z
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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
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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
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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
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